TILLER PRIVATE WEALTH, INC.
CRD #111268 SEC #801-53367 BETHLEHEM, PA (610) 954-9940
SEC Registered
Total AUM
$646.3M
Discretionary
$646.3M
Employees
11
Clients
101
Accounts
1,146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $646.3M | $646.3M | $0 | 11 | 0 |
| Mar 2025 | $646.3M | $646.3M | $0 | 11 | 0 |
| Dec 2024 | $590.7M | $590.7M | $0 | 11 | 0 |
| Mar 2024 | $590.7M | $590.7M | $0 | 11 | 0 |
| Sep 2023 | $524.7M | $524.7M | $0 | 11 | 0 |
| May 2023 | $524.7M | $524.7M | $0 | 11 | 0 |
| Mar 2023 | $524.7M | $524.7M | $0 | 11 | 0 |
| Jul 2022 | $587.8M | $587.8M | $0 | 12 | 0 |
| Jun 2022 | $587.8M | $587.8M | $0 | 12 | 0 |
| Feb 2022 | $587.8M | $587.8M | $0 | 12 | 0 |
| Nov 2021 | $502.6M | $502.6M | $0 | 12 | 0 |
| Oct 2021 | $502.6M | $502.6M | $0 | 12 | 0 |
| Mar 2021 | $502.6M | $502.6M | $0 | 12 | 0 |
| Oct 2020 | $444.7M | $444.7M | $0 | 12 | 0 |
| Jul 2020 | $444.7M | $444.7M | $0 | 12 | 0 |
| Jun 2020 | $444.7M | $444.7M | $0 | 12 | 0 |
| Mar 2020 | $444.7M | $444.7M | $0 | 12 | 0 |
| Nov 2019 | $400.1M | $400.1M | $0 | 9 | 0 |
| May 2019 | $400.1M | $400.1M | $0 | 9 | 0 |
| Mar 2019 | $400.1M | $400.1M | $0 | 9 | 0 |
| May 2018 | $408.2M | $408.2M | $0 | 8 | 0 |
| Mar 2018 | $408.2M | $408.2M | $0 | 8 | 0 |
| Mar 2018 | $408.2M | $408.2M | $0 | 8 | 0 |
| Mar 2017 | $342.7M | $342.7M | $0 | 6 | 235 |
| Oct 2016 | $307.8M | $303.8M | $4.1M | 6 | 231 |
| Mar 2016 | $307.8M | $303.8M | $4.1M | 6 | 231 |
| Jul 2015 | $310.4M | $303.9M | $6.4M | 6 | 200 |
| May 2015 | $310.4M | $303.9M | $6.4M | 6 | 200 |
| Mar 2015 | $310.4M | $303.9M | $6.4M | 6 | 200 |
| Jul 2014 | $268.3M | $259.9M | $8.4M | 6 | 200 |
| Apr 2014 | $268.3M | $259.9M | $8.4M | 6 | 200 |
| Mar 2014 | $268.3M | $259.9M | $8.4M | 6 | 200 |
| Mar 2013 | $234M | $213.5M | $20.5M | 5 | 200 |
| Jun 2012 | $213.3M | $197.6M | $15.7M | 1 | 200 |
| Mar 2012 | $221.2M | $195.6M | $25.7M | 1 | 200 |
| Mar 2011 | $216.8M | $189.7M | $27M | 5 | -- |
| Jan 2011 | $163.3M | $162.9M | $440K | 5 | -- |
| Feb 2009 | $134.5M | $134.5M | $0 | 5 | -- |
| Nov 2007 | $153.2M | $153.2M | $0 | 5 | -- |
| Mar 2007 | $153.2M | $153.2M | $0 | 5 | -- |
| Mar 2006 | $127M | $127M | $0 | 5 | -- |
| Nov 2005 | $117.1M | $117.1M | $0 | 5 | -- |
| May 2005 | $117.1M | $117.1M | $0 | 5 | -- |
| Mar 2004 | $102.8M | $102.8M | $0 | 5 | -- |
| Apr 2002 | $76.7M | $76.7M | $0 | 5 | -- |
DateJul 2025
Total AUM$646.3M
Discretionary$646.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$646.3M
Discretionary$646.3M
Non-Disc.$0
Employees11
Clients0
DateDec 2024
Total AUM$590.7M
Discretionary$590.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$590.7M
Discretionary$590.7M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$524.7M
Discretionary$524.7M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$524.7M
Discretionary$524.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$524.7M
Discretionary$524.7M
Non-Disc.$0
Employees11
Clients0
DateJul 2022
Total AUM$587.8M
Discretionary$587.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$587.8M
Discretionary$587.8M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$587.8M
Discretionary$587.8M
Non-Disc.$0
Employees12
Clients0
DateNov 2021
Total AUM$502.6M
Discretionary$502.6M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$502.6M
Discretionary$502.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$502.6M
Discretionary$502.6M
Non-Disc.$0
Employees12
Clients0
DateOct 2020
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees12
Clients0
DateNov 2019
Total AUM$400.1M
Discretionary$400.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$400.1M
Discretionary$400.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$400.1M
Discretionary$400.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$408.2M
Discretionary$408.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$342.7M
Discretionary$342.7M
Non-Disc.$0
Employees6
Clients235
DateOct 2016
Total AUM$307.8M
Discretionary$303.8M
Non-Disc.$4.1M
Employees6
Clients231
DateMar 2016
Total AUM$307.8M
Discretionary$303.8M
Non-Disc.$4.1M
Employees6
Clients231
DateJul 2015
Total AUM$310.4M
Discretionary$303.9M
Non-Disc.$6.4M
Employees6
Clients200
DateMay 2015
Total AUM$310.4M
Discretionary$303.9M
Non-Disc.$6.4M
Employees6
Clients200
DateMar 2015
Total AUM$310.4M
Discretionary$303.9M
Non-Disc.$6.4M
Employees6
Clients200
DateJul 2014
Total AUM$268.3M
Discretionary$259.9M
Non-Disc.$8.4M
Employees6
Clients200
DateApr 2014
Total AUM$268.3M
Discretionary$259.9M
Non-Disc.$8.4M
Employees6
Clients200
DateMar 2014
Total AUM$268.3M
Discretionary$259.9M
Non-Disc.$8.4M
Employees6
Clients200
DateMar 2013
Total AUM$234M
Discretionary$213.5M
Non-Disc.$20.5M
Employees5
Clients200
DateJun 2012
Total AUM$213.3M
Discretionary$197.6M
Non-Disc.$15.7M
Employees1
Clients200
DateMar 2012
Total AUM$221.2M
Discretionary$195.6M
Non-Disc.$25.7M
Employees1
Clients200
DateMar 2011
Total AUM$216.8M
Discretionary$189.7M
Non-Disc.$27M
Employees5
Clients--
DateJan 2011
Total AUM$163.3M
Discretionary$162.9M
Non-Disc.$440K
Employees5
Clients--
DateFeb 2009
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees5
Clients--