Tiller Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Tiller Private Wealth reports 348 clients. They include 177 high-net-worth individuals, 166 individual clients and 5 charitable organizations. Of its assets, 100.0% ($730M across 1,409 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 8% |
| High-net-worth individuals | 51% | 90% |
| Charitable organizations | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 166 | $61M | 8.4% | $368K |
| High-net-worth individuals | 177 | $659M | 90.2% | $3.72M |
| Charitable organizations | 5 | $10.7M | 1.5% | $2.15M |
| Total | 348 | $730M | 100% | $2.1M |
- Clients
- 166
- Regulatory AUM
- $61M
- AUM share
- 8.4%
- Avg. per client
- $368K
- Clients
- 177
- Regulatory AUM
- $659M
- AUM share
- 90.2%
- Avg. per client
- $3.72M
- Clients
- 5
- Regulatory AUM
- $10.7M
- AUM share
- 1.5%
- Avg. per client
- $2.15M
Total
- Clients
- 348
- Regulatory AUM
- $730M
- AUM share
- 100%
- Avg. per client
- $2.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Tiller Private Wealth charges up to 1.15% a year for its Investment Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) Plan Management
- Plan fee not to exceed 0.85% of assets under management annually, collected monthly in arrears from the plan.
- Financial Planning
- Financial planning fee not to exceed 0.50% of assets under management annually, in addition to the investment management fee, for investment management clients; a flat fee is possible in limited cases.
Webster Youngs owns 50% to 75% of Tiller Private Wealth. John Youngs is CEO; the leadership team includes President James Beenders and Chief Compliance Officer Linda Yeager. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Tiller Private Wealth, Inc.
Webster Youngs
Control person · since November 1996
- Owns 25% to 50% of Tiller Private Wealth, Inc.
John Youngs
Control person · since June 2022
- Owns 10% to 25% of Tiller Private Wealth, Inc.
James Beenders
Control person · since January 2007
Tiller Private Wealth’s regulatory assets grew from $503M (March 2021) to $730M (May 2026); clients rose from 251 to 348 and employees fell from 12 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $730M | 348 | 11 | 6 |
| Jul 2025July 2025 | $646M | 331 | 11 | 6 |
| Mar 2024March 2024 | $591M | 324 | 11 | 6 |
| May 2023May 2023 | $525M | 298 | 11 | 2 |
| Jul 2022July 2022 | $588M | 293 | 12 | 2 |
| Mar 2021March 2021 | $503M | 251 | 12 | 2 |
Besides its headquarters, Tiller Private Wealth has 5 offices (5 private residences, listed without an address), with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1412 Walter Street, BethlehemHQ
Contact and registration details
- Legal name
- Tiller Private Wealth, Inc.
- Headquarters
- 1412 Walter Street, Bethlehem, PA 18015
- Website
- tillerpw.com
- Phone
- 610-954-9940
- @tiller-private-wealth
- SEC file
- 801-53367
- Founded
- 1996
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Tiller Private Wealth’s named custodian for separately managed accounts is Charles Schwab ($718M). Tiller Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $718M100%
At year end, Tiller Private Wealth’s separately managed accounts were mostly in funds (75%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $319M across 69 positions; the largest are iShares TR (18.6%), State Str SPDR S&P 500 ETF T (14.5%) and Select Sector SPDR TR (10.3%).
What the accounts hold
- Stocks12%
- Exchange-traded equities10%
- Non-exchange-traded equities2%
- Funds75%
- Bonds10%
- Investment grade corporate bonds7%
- State and local bonds3%
- Cash3%
- Other1%
- Reit, mlp & etn1%
How many clients does Tiller Private Wealth have?
Tiller Private Wealth has 348 clients and manages $730 million for them, as of May 2026. They include 177 high-net-worth individuals, 166 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Tiller Private Wealth offer?
Tiller Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Tiller Private Wealth charge?
Tiller Private Wealth charges up to 1.15% a year for its Investment Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Source: 02 12 2026 TPW FORM ADV PART 2A FINAL, filed 12 February 2026
Which custodians does Tiller Private Wealth use?
Tiller Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $718M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Tiller Private Wealth have?
Tiller Private Wealth has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tiller Private Wealth invest in?
At the end of its last fiscal year, Tiller Private Wealth’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 7% investment grade corporate bonds, 3% state and local bonds, 3% cash and equivalents, 2% non-exchange-traded equities and 1% other. The 1% other category is described as: Reit, MLP & Etn.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Tiller Private Wealth have a minimum investment?
Yes, Tiller Private Wealth’s minimum account size for its Investment Management Fees is $1M.
Source: 02 12 2026 TPW FORM ADV PART 2A FINAL, filed 12 February 2026
Who owns Tiller Private Wealth?
Tiller Private Wealth’s direct owners are Webster Youngs (50% to 75%), John Youngs (25% to 50%) and James Beenders (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Tiller Private Wealth get paid?
Tiller Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tiller Private Wealth?
Tiller Private Wealth’s main office is at 1412 Walter Street, Bethlehem, PA 18015. Its phone number is 610-954-9940. Its website is tillerpw.com.