Firm profile

TILDEN LOUCKS & WOODNORTH LLC

ELMHURST, ILCRD 106713Latest ADV March 30, 2026

Tilden Loucks & Woodnorth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Elmhurst, IL. Its latest Form ADV filing, dated March 30, 2026, reports $173M in regulatory assets under management, 4 employees, 2 offices, and 47 accounts.

Assets Under Management
$173M
Employees
4
Offices
2 offices
Total Clients
47
Primary office
ELMHURST, IL
940 N INDUSTRIAL DR, ELMHURST, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(312) 475-1400
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOINCERTO, VINCENT, EDWARD
CIOMichael M. Drozd

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
26
2
HNWI
40.4%
19
3
Charitable
2.1%
1
4
Corporations
2.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$173Mas of March 30, 2026
Discretionary9.4%
$16M
9% of total RAUM9.4%
Non-discretionary90.6%
$157M
91% of total RAUM90.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$173M
Total Accounts47
10Y AUM Change+$63M (+57.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee12:1
10Y Employee Change+2 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.