Tilghman Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Tilghman Wealth Management provides investment management and financial planning to pooled and institutional vehicles while also working with individuals, families, trusts, and family-owned businesses — a mix that is less common for firms in this investment-manager category. The firm bills ongoing wealth management on a percentage-of-assets-under-management basis (a common approach) and also offers one‑time, hourly financial planning engagements.
Portfolios are constructed using a mix of fundamental, quantitative, and technical analysis and are tailored to client objectives and risk tolerance. The firm may use separately managed accounts and employs derivatives (futures and options) primarily for risk management within those accounts, and it considers alternative investments for qualified clients.
Distinctive features include the firm’s active role in selecting and monitoring third‑party or independent managers for clients, and its willingness to provide hourly, fee‑for‑service planning in addition to AUM-based management — both of which are statistically uncommon for peers in this category. The firm is small and recently established, had no assets under management as of mid‑2025, and emphasizes formal selection criteria and ongoing oversight when recommending outside managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax strategies for small businesses
Family Business
Business succession planning
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% per year $1,000,001 - $3,000,000: 0.75% per year $3,000,001 - $5,000,000: 0.50% per year $5,000,001+: 0.40% per year
$185 per hour, subject to negotiation.
Account minimum: $500,000 Fee-only: Fees paid directly by clients; no commissions or third-party compensation.
Main office location
Tilghman Wealth Management, LLC
1464 Grandview Rd
Arnold MD 21012, United States
Number of offices
1
Most active in
Tilghman Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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