Tiller Private Wealth, Inc.
- Regulatory AUM
- $730M
- Discretionary
- $730M
- Clients
- 348
- Avg AUM / client
- $2.1M
- Accounts
- 1,409
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 166 | $61.0M | 8.36% |
| High net worth individuals | 177 | $659M | 90.2% |
| Charitable organizations | 5 | $10.7M | 1.47% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Youngs, Webster, John | Shareholder | Nov 1996 (30y) | 50% – 75% | |
| John Gorton Youngs | Chief Executive Officer, Chief Operating Officer And Senior Wealth Manager | Apr 2005 (21y) | 25% – 50% | |
| James Matthew Beenders | President And Senior Wealth Manager | CFP | Jan 2007 (20y) | 10% – 25% |
| Linda Elaine Yeager | Chief Compliance Officer And Senior Wealth Manager | CFP | Apr 2018 (8y) | Less than 5% |
| Matthew Ryan Short | Registered representative | CFP | May 2020 (6y) | |
| Justin Gregory Clark | Registered representative | CFP | Feb 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 05/05/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $718M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗