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President and Senior Wealth Manager · Tiller Private Wealth, Inc.

James M. Beenders

CRD 2402877 · Named on Form ADV at one SEC-registered adviser

At a glance

Tiller Private Wealth, Inc., an SEC-registered wealth manager based in Bethlehem, PA with $730 million in regulatory assets, lists James M. Beenders on its Form ADV as President and Senior Wealth Manager, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Webster J. YoungsShareholder, Tiller Private Wealth, Inc.
  • John G. YoungsChief Executive Officer, Chief Operating Officer and Senior Wealth Manager, Tiller Private Wealth, Inc.
  • Linda E. YeagerChief Compliance Officer and Senior Wealth Manager, Tiller Private Wealth, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.