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TILLER PRIVATE WEALTH, INC.

1412 Walter Street
Bethlehem, Pennsylvania 18015
Tel: (610) 954-9940

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About TILLER PRIVATE WEALTH, INC.

TILLER PRIVATE WEALTH, INC, formally registered with the SEC as TILLER PRIVATE WEALTH, INC. The firm was established in 11/27/1996. They have over 6 offices throughout the country.

TILLER PRIVATE WEALTH, INC. is a Bethlehem, Pennsylvania based Financial Planning firm with nearly $646,296,692 assets under management, offering retirement planning & investment advisory services to 1146 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111268
SEC#801-53367
Assets Managed by Firm$646,296,692
No. of Clients1146
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1146$646,296,692
Individuals (other than high net worth individuals)155$56,407,701
High net worth individuals171$580,229,366
Charitable organizations5$9,659,625

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