| Name | Title | Ownership | Since |
|---|---|---|---|
| James Matthew Beenders Control | President And Senior Wealth Manager | 10-25% | 2007 |
| John Gorton Youngs Control | Chief Executive Officer, Chief Operating Officer And Senior Wealth Manager | 25-50% | 2022 |
| Linda Elaine Yeager Control | Chief Compliance Officer And Senior Wealth Manager | Under 5% | 2022 |
Tiller Private Wealth, Inc. reports $646.3 million in regulatory assets under management on its Form ADV.
Tiller Private Wealth, Inc. reports 11 employees.
Tiller Private Wealth, Inc. is based in Bethlehem, PA and has been SEC-registered since 1996.
Tiller Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1412 Walter Street, Bethlehem, PA 18015 |
| Phone | (610) 954-9940 |
| Fax | (610) 954-9949 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1663649 |
| Discloses disciplinary history | No |
| Discretionary | $646.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $646.3M |