TILGHMAN WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • William Tilghman

    CRD 7356725

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth