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TILIA FIDUCIARY PARTNERS, INC.

WILMINGTON, NC · CRD 157852 · IAPD ↗ · tiliapartners.com · 910-679-4093

$403.7MRegulatory AUM
6Advisory reps
8Employees
12Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — TILIA FIDUCIARY PARTNERS, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — TILIA FIDUCIARY PARTNERS, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — TILIA FIDUCIARY PARTNERS, INC. reported RAUM up 139% ($173.0M -> $413.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — TILIA FIDUCIARY PARTNERS, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — TILIA FIDUCIARY PARTNERS, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
February 2024 — TILIA FIDUCIARY PARTNERS, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.