TILT INVESTMENT MANAGEMENT
· CRD 308122 · IAPD ↗ · tiltinvestments.com · (781) 248-4381
$154.4MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
February 2024 — TILT INVESTMENT MANAGEMENT (location n/a) left the SEC roster (was $154.4M RAUM, 5 reps).
Recruiting & transitionsM&A & valuation
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.