Tilghman Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Tilghman Wealth Management provides personalized financial planning and investment management to individuals, families, trusts, estates, and family-owned businesses, offering both ongoing wealth management and one-time hourly financial planning engagements. The brochure describes a fee-only advisory model with implementation support, periodic portfolio reviews, and coordination with outside professionals when clients request them.
Investment strategies are tailored to clients’ long-term total-return, income, or tax-efficiency objectives and typically include individual stocks and bonds, mutual funds, ETFs, and separately managed accounts (SMAs) overseen by third-party managers. The firm documents client objectives and uses risk-management techniques such as dynamic asset allocation, adjusting portfolio beta and bond duration, and—distinctively—employing futures and options in SMAs for risk control.
Noteworthy differences from many peers include the explicit use of derivatives within separately managed accounts, the availability of hourly planning as a fee option alongside percentage-of-AUM services, and a stated practice of selecting and monitoring independent managers and other advisers for clients. The brochure also highlights that the firm is fee-only, does not accept third-party commissions, does not take custody of client assets, and draws on prior experience with risk-managed portfolio strategies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Tax strategies for small businesses
Family Business
Charitable giving & philanthropy
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 (negotiable)
Account minimum: $500,000 minimum, with possible exceptions Fee-only: Fee-only compensation; no commissions or third-party compensation accepted.
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.
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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.
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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
Quick links
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