Tilden Loucks & Woodnorth Llc
- Regulatory AUM
- $173M
- Discretionary
- $16.2M
- Clients
- 47
- Avg AUM / client
- $3.7M
- Accounts
- 47
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $8.0M | 4.63% |
| High net worth individuals | 19 | $85.0M | 49.0% |
| Charitable organizations | 1 | $64.1M | 37.0% |
| Corporations and other businesses | 1 | $16.2M | 9.37% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel John Schlesser | C.F.O./Treasurer | Nov 1990 (36y) | 50% – 75% | |
| Vincent Edward Incerto | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Michael Mitchell Drozd | Chief Investment Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lasalle St. Holdings, Llc ("Lsh") Formerly Known As Mcdermott Holdings 1, Lp. | Sole Owner/Manager | Apr 1999 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $173M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗