RIA Intel›Advisers›Ohio›TILLAR-WENSTRUP ADVISORS, LLC

TILLAR-WENSTRUP ADVISORS, LLC

Advisory

N·CENTERVILLE, OH

Data as of Feb 23, 2022 · Source: SEC Form ADV

Total AUM

$270M

1-Year AUM Growth

+21.2%

3-Year CAGR

+13.8%

Employees

3

Assets Under Management

Total AUM$270M

Discretionary AUM$239M

Non-Discretionary AUM$31M

Discretionary %88.5%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingNov 9, 2001

Latest FilingFeb 23, 2022

🔒 Full AUM trend chart and 44 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TILLAR-WENSTRUP ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.