Hedge Fund Database

TILLER PRIVATE WEALTH, INC.

Adviser information for TILLER PRIVATE WEALTH, INC. last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,079 $590.7M
Non-Discretionary 0 $0
Total 1,079 $590.7M

Clients

Type Number RAUM
Individuals 152 $55.9M
HNW Individuals 167 $524.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $10.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-53367
SEC ERA File Number 801-53367
SEC CIK Numbers 1663649
SEC CRD Numbers 111268
Legal Entity Identifier None

Principal Office

1412 WALTER STREET
BETHLEHEM
PA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: (610) 954-9940, Fax: (610) 954-9949

Websites

www.tillerpw.com www.linkedin.com/company/tiller-private-wealth www.linkedin.com/company/youngs-advisory-group-inc

Chief Compliance Officer

LINDA E. YEAGER
SENIOR WEALTH MANAGER
1412 WALTER STREET
BETHLEHEM
PA
United States
Tel: (610) 954-9940
Fax: (610) 954-9949
(Full email address available in API data)

Regulatory Contact

JOHN G. YOUNGS
CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER
1715 OAKMONT LANE
ORLANDO
FL
United States
Tel: (610) 954-9940
Fax: (610) 954-9949
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BEENDERS, JAMES, MATTHEW Individual – PRESIDENT AND SENIOR WEALTH MANAGER 01/2007 10-25%
YOUNGS, WEBSTER, JOHN Individual – SHAREHOLDER 11/1996 50-75%
YOUNGS, JOHN, GORTON Individual – CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND SENIOR WEALTH MANAGER 06/2022 25-50%
YEAGER, LINDA, ELAINE Individual – CHIEF COMPLIANCE OFFICER AND SENIOR WEALTH MANAGER 06/2022 < 5%

No. Employees, Historic

2010020192020202120222023202420259 on 5/23/20199 on 11/5/201912 on 3/28/202012 on 6/18/202012 on 7/23/202012 on 10/22/202012 on 3/5/202112 on 10/8/202112 on 11/9/202112 on 2/28/202212 on 6/1/202212 on 7/22/202211 on 3/16/202311 on 5/12/202311 on 9/28/202311 on 3/15/2024

RAUM, Historic

600M300M02019202020212022202320242025400073698 on 5/23/2019400073698 on 11/5/2019444651484 on 3/28/2020444651484 on 6/18/2020444651484 on 7/23/2020444651484 on 10/22/2020502592283 on 3/5/2021502592283 on 10/8/2021502592283 on 11/9/2021587755086 on 2/28/2022587755086 on 6/1/2022587755086 on 7/22/2022524739712 on 3/16/2023524739712 on 5/12/2023524739712 on 9/28/2023590696915 on 3/15/2024

No. Clients, Historic

40020002019202020212022202320242025229 on 5/23/2019229 on 11/5/2019226 on 3/28/2020226 on 6/18/2020226 on 7/23/2020226 on 10/22/2020251 on 3/5/2021251 on 10/8/2021251 on 11/9/2021293 on 2/28/2022293 on 6/1/2022293 on 7/22/2022298 on 3/16/2023298 on 5/12/2023298 on 9/28/2023324 on 3/15/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AIR PRODS & CHEMS INC COM 14M 56K –
ALPHABET INC CAP STK CL A 580K 3K –
ALPHABET INC CAP STK CL C 504K 3K –
AMAZON COM INC COM 2M 10K –
APPLE INC COM 8M 36K –
ASTRAZENECA PLC SPONSORED ADR 247K 3K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 11K –
C3 AI INC CL A 3M 101K –
CATERPILLAR INC COM 351K 1K –
DISNEY WALT CO COM 699K 7K –
EATON VANCE TAX-MANAGED GLOB COM 539K 65K –
ENERGY TRANSFER L P COM UT LTD PTN 469K 29K –
GLOBAL X FDS US PFD ETF 17M 871K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 282K 8K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 19M 117K –
INVESCO QQQ TR UNIT SER 1 217K 452 –
ISHARES TR 20 YR TR BD ETF 6M 68K –
ISHARES TR CORE MSCI TOTAL 33M 492K –
ISHARES TR GLOBAL FINLS ETF 339K 4K –
ISHARES TR PFD AND INCM SEC 223K 7K –
ISHARES TR RUS 1000 GRW ETF 294K 806 –
JACOBS SOLUTIONS INC COM 260K 2K –
JPMORGAN CHASE & CO. COM 593K 3K –
MCDONALDS CORP COM 288K 1K –
META PLATFORMS INC CL A 481K 954 –
MICROSOFT CORP COM 684K 2K –
NETFLIX INC COM 235K 348 –
NVIDIA CORPORATION COM 1M 11K –
ORACLE CORP COM 215K 2K –
ORION S.A. COM 658K 30K –
PFIZER INC COM 303K 11K –
PNC FINL SVCS GROUP INC COM 317K 2K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 532K 7K –
SCHWAB STRATEGIC TR US LCAP GR ETF 505K 5K –
SCHWAB STRATEGIC TR US MID-CAP ETF 9M 115K –
SCHWAB STRATEGIC TR US SML CAP ETF 10M 219K –
SELECT SECTOR SPDR TR SBI CONS DISCR 251K 1K –
SELECT SECTOR SPDR TR SBI CONS STPLS 214K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 208K 1K –
SELECT SECTOR SPDR TR TECHNOLOGY 21M 94K –
SPDR S&P 500 ETF TR TR UNIT 35M 64K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 14M 26K –
SPDR SER TR PRTFLO S&P500 HI 696K 17K –
SPDR SER TR S&P 600 SMCP GRW 484K 6K –
TESLA INC COM 269K 1K –
VANGUARD INDEX FDS SMALL CP ETF 302K 1K –
VANGUARD INDEX FDS VALUE ETF 640K 4K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 17M 251K –
VERIZON COMMUNICATIONS INC COM 286K 7K –
VISA INC COM CL A 321K 1K –