Austin
Tilles

Verum Partners LLC

CRD#7171376
Investment Advisor
in Charlotte, NC

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About this Advisor

Austin Tilles is a financial advisor based in Charlotte, North Carolina, working with Verum Partners LLC. Austin has previously held positions at The Vanguard Group, Inc, Advantage Solutions, Whole Foods, Food Lion, Lake Norman High School, University Of North Carolina At Charlotte, Central Piedmont Community College, and Verum Partners LLC. Austin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Austin is part of Verum Partners LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $740.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Verum Partners LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2333 Randolph Road Suite 250
Charlotte, NC 28207

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Verum Partners LLC Brokerage Details

Total Assets Under Management

$740,408,167

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

1,287

NC Average: 1,917
Average Account Size

$575,298

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Austin Tilles Work History

2022 - Present (2 years)

Verum Partners LLC

2019 - 2022 (3 years)

The Vanguard Group, Inc

2018 - 2019 (1 year)

Advantage Solutions

2017 - 2018 (1 year)

Whole Foods

2017 - 2019 (2 years)

University Of North Carolina At Charlotte

2015 - 2017 (2 years)

Central Piedmont Community College

2013 - 2017 (4 years)

Food Lion

2011 - 2015 (4 years)

Lake Norman High School

Disclosures

Please visit the SEC profile of Austin Tilles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verum Partners LLC

Breton Tagg
Charlotte, NC
Charles Doran
Charlotte, NC
Walker Shelton
Charlotte, NC
Abigail Bennett
Charlotte, NC
Angela Connolly
Charlotte, NC
Austin Tilles
Charlotte, NC
Molly Bohrer
Charlotte, NC
Mary Garren
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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