Tilghman Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
1464 Grandview Rd
Arnold MD 21012
Advisors at this office
1
Most active in
Maryland
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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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
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