Tilia Fiduciary Partners, Inc.
Tilia Fiduciary Partners, Inc. is an SEC-registered wealth manager in Wilmington, NC with $403.7M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Tilia Fiduciary Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157852, SEC 801-120194, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $403.7M (2026-05-19)
- Firm type
- Wealth Manager
- Location
- Wilmington, NC
- Employees
- 8
- Clients
- 356
- CRD
- 157852
- Ownership
- NESSELROADE, JOHN, WARD; VANDEN BOSCH, JONATHAN, MICHAEL; ABNEY, WALKER, LEE; NESSELROADE, CHRISTINE, MARIE; Casey, Ryan, Edward
How much AUM does Tilia Fiduciary Partners, Inc. have?
Tilia Fiduciary Partners, Inc. reported $403.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Tilia Fiduciary Partners, Inc.?
Disclosed owners and executives of Tilia Fiduciary Partners, Inc. include NESSELROADE, JOHN, WARD, VANDEN BOSCH, JONATHAN, MICHAEL, ABNEY, WALKER, LEE, NESSELROADE, CHRISTINE, MARIE, Casey, Ryan, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.