Data / Investment advisers / Pennsylvania / Tiller Private Wealth, Inc.
Tiller Private Wealth, Inc., Bethlehem, PA: $730 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tiller Private Wealth, Inc. is an SEC registered investment adviser with its main office in Bethlehem, Pennsylvania and reports $730 million in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Tiller Private Wealth, Inc. (CRD number 111268): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111268
- SEC file number
- 801-53367
- SEC status
- Approved, effective November 27, 1996
- Main office
- 1412 Walter Street, Bethlehem, PA 18015
- Phone
- (610) 954-9940
- Regulatory AUM
- $730,302,316 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $730,302,316
- Accounts
- 1,409
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 177 | $658.5 million |
| Individuals (other than high net worth individuals) | 166 | $61 million |
| Charitable organizations | 5 | $10.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $730.3 million | February 12, 2026 |
| December 1, 2025 | $646.3 million | July 17, 2025 |
Other advisers in Bethlehem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Advisors Asset Management, LLC | Bethlehem | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Valley National Advisers Inc | Bethlehem | $1.31 billion | Not listed | adviserinfo.sec.gov |
| O'Hagan Group, Inc. | Bethlehem | $1.25 billion | Not listed | adviserinfo.sec.gov |
| MTM Financial Group, LLC | Bethlehem | $771.6 million | Not listed | adviserinfo.sec.gov |
| Liberty Square Wealth Partners LLC | Bethlehem | $567.8 million | Not listed | adviserinfo.sec.gov |
| Keyvantage Wealth Advisors | Bethlehem | $339.4 million | Not listed | adviserinfo.sec.gov |
| Stark Wealth Management LLC | Bethlehem | $262.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethlehem, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tiller Private Wealth, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.