Tilghman Wealth Management, LLC
Firm details
- Headquarters
- Arnold, Maryland
- CRD number
- 337574
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tilghman Wealth Management, LLC is a small, individually owned advisory firm organized as a limited liability company. The firm provides financial planning and portfolio management services aimed at individuals and small businesses and performs selection-of-other-advisers work, which positions it as a capital allocator rather than a single-strategy shop. Fee arrangements include a percentage-of-AUM component and the option for hourly billing. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not acting as a pension consultant. Investment activity appears focused on direct advisory relationships and outsourcing or oversight of specialized managers where appropriate. Because the firm explicitly offers selection-of-other-advisers, its investment process likely emphasizes manager due diligence, allocation decisions among external strategies, and integrating third-party solutions into client portfolios rather than running a large, in-house proprietary platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
William Tilghman
Independent Financial AdvisorCRD 7356725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arnold, MD
Anne Arundel
Location
Arnold, MD
Headquartered in Arnold, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 1464 Grandview Rd
- Time zone
- ET (UTC-5)
- Office locations
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