BETHLEHEM, PACRD 111268Latest ADV February 12, 2026
Tiller Private Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bethlehem, PA. Its latest Form ADV filing, dated February 12, 2026, reports $730M in regulatory assets under management, 11 employee, 5 offices, and 1,409 accounts.
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 segmentHNWI represent 50.9% of total clients.
Top client categories% of clientsClients
1
HNWI
50.9%
177
2
Individuals
47.7%
166
3
Charitable
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$730Mas of February 12, 2026
Discretionary100.0%
$730M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$730M
Total Accounts1,409
10Y AUM Change+$388M (+113.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee32:1
10Y Employee Change+5 (+83.3%)
* 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.