SourcingSourcing

TILLER PRIVATE WEALTH, INC.

C39
CRD 111268·SEC 801-53367·BETHLEHEM, PA
AUM
$730.3M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TILLER PRIVATE WEALTH, INC.
CRD
111268
SEC file #
801-53367
EIN
232866594
DBA names
—

Economics

AUM
$730.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$400.1M → $730.3M▲ +83%
Client mix
Individuals High Net Worth177
Individuals Other166
Charitable Organizations5

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
BETHLEHEM PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
linkedin.com/company/tiller-private-wealth/mycompany(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YOUNGS, WEBSTER, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
YOUNGS, WEBSTER, JOHN
YOUNGS, JOHN, GORTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001663649
Edgar Registered
Yes
Edgar Filing Count
44
Edgar First Filing Date
2016-01-27
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
42
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001663649-26-000002
Edgar Former Names
YOUNGS ADVISORY GROUP, INC.

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1796
Soi Zip Pct 200k Plus
0.0634
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
1,397,929
Fdic Zip Total Deposits
8,998,044,000
Fdic Zip Branch Count
190
Fdic Zip Top Banks
Wells Fargo Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1412 WALTER STREETBETHLEHEM, PA 18015
Business
1412 WALTER STREETBETHLEHEM, PA 18015
Edgar EIN
232866594
Edgar Recent Filings
13F-HR2026-04-23 · 0001663649-26-000002
13F-HR2026-01-14 · 0001663649-26-000001
Fdic Zip Branches Raw
Meridian BankBethlehem, PA
Lehigh Valley BankBethlehem, PA
Fdic Zip HHI
1064.02
Fdic Zip Top Bank Share Pct
18.46
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI54,736
Returns4,440
Stub 2
AGI143,349
Returns3,870
Stub 3
AGI133,781
Returns2,190
Soi Zip Total Business Income
39,128
Soi Zip Total Cap Gains
134,658
Soi Zip Total Dividends
36,014
Soi Zip Total Returns
14,200
Top Owner CRD
2094814
Trust Company Affiliate
No

People (6)

6
WEBSTER JOHN YOUNGS
Direct Owner · 62.5%
2094814
YOUNGS, JOHN, GORTON
IAR · Direct Owner · 37.5%
4928790
BEENDERS, JAMES, MATTHEW
IAR · Direct Owner · 17.5%
2402877
YEAGER, LINDA, ELAINE
IAR · Executive Officer · 2.5%
2562917
MATTHEW RYAN SHORT
IAR
6151938
JUSTIN GREGORY CLARK
IAR
5275341