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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tiller Private Wealth Inc
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| CRD # | 111268 |
| SEC # | 801-53367 |
| CIK # | 0001663649 |
| AUM | $646.3 M (2025-07-17) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 610-954-9940 |
| Address | 1412 Walter Street Bethlehem, PA 18015 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Air Products & Chemicals Inc /DE/ | 10.7 | ||
| Apple Inc | 7.3 | ||
| C3AI Inc | 5.3 | ||
| Amazon Com Inc | 2.1 | ||
| Nvidia Corp | 1.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| PNC Financial Services Group Inc | 0.6 | ||
| Energy Transfer Equity LP | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 56.4 |
| (b) Individuals (high net worth individuals) | 171 | 580.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,146 | 646.3 |
| By Discretionary | ||
| Discretionary | 1,146 | 646.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,146 | 646.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 646.3 | |
| Total | 1,146 | 646.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001663649] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Olstein Capital Management LP
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|
NY | 0.6 |
|
Carr Financial Group Corporation
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|
MA | 0.6 |
|
Traveka Wealth LLC
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CA | 0.6 |
|
Roman Butler Fullerton & Co
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|
MO | 0.6 |
|
Carrera Capital Advisors LLC
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|
MI | 0.6 |
|
Smith & Howard Wealth Management LLC
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|
GA | 0.6 |
|
Dopkins Wealth Management LLC
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|
NY | 0.6 |
|
Ackerman Asset Management LLC
✚
|
0.6 | |
|
Schwarz Dygos Wheeler Investment Advisors LLC
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|
MN | 0.6 |
|
Compass Advisory Group LLC
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|
NY | 0.6 |