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| Tiller Private Wealth Inc
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|---|---|
| CRD # | 111268 |
| SEC # | 801-53367 |
| CIK # | 0001663649 |
| AUM | 730.3 M (2026-05-05) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 610-954-9940 |
| Address | 1412 Walter Street Bethlehem, PA 18015 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001663649 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Air Products & Chemicals Inc /DE/ | 12.2 | ||
| Apple Inc | 7.6 | ||
| Nvidia Corp | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| C3AI Inc | 1.9 | ||
| Netflix Inc | 1.0 | ||
| J P Morgan Chase & Co | 0.9 | ||
| PNC Financial Services Group Inc | 0.7 | ||
| Home Depot Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 61.0 |
| (b) Individuals (high net worth individuals) | 177 | 658.5 |
| (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 | 10.7 |
| (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 | 1,409 | 730.3 |
| By Discretionary | ||
| Discretionary | 1,409 | 730.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,409 | 730.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 730.3 | |
| Total | 1,409 | 730.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001663649] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Sevenbridge Financial Group LLC
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Traveka Wealth LLC
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Ipswich Investment Management Company Inc
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Canby Financial Advisors LLC
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|
Huber Capital Management LLC
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