TILDEN LOUCKS & WOODNORTH LLC

Overview

Tilden Loucks & Woodnorth LLC is a small, long-established wealth adviser and broker-dealer that focuses on portfolio management for individuals and small businesses. The firm combines advisory relationships with broker-dealer and insurance brokerage activities, which allows it to blend managed accounts, mutual funds and insurance solutions in client plans. Its filings show a clear tilt toward equity exposure, and the firm uses both percentage-of-AUM and fixed-fee billing depending on the engagement. Clients include high-net-worth individuals and family relationships as well as some institutional mandates. The adviser is not identified as an active ESG investor and operates primarily in a single-state footprint. Investment activity appears to emphasize exchange-traded equities as the core holding type, supplemented by fixed-income allocations and selected alternative exposures through third-party managers.

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Public Holdings

Investments & Alternatives

Location & Offices