Austin Daniel Tilles
Investment adviser representative at Verum Partners LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Verum Partners LLCApr 2022 to now
- Self EmployedJul 2021 to Mar 2022
- The Vanguard Group, Inc.Aug 2019 to Apr 2022
- Advantage SolutionsAug 2018 to Jul 2019
- Whole FoodsJul 2017 to Aug 2018
- University of North Carolina At CharlotteJun 2017 to Aug 2019
- Central Piedmont Community CollegeJun 2015 to Jul 2017
- Food LionAug 2013 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Verum Partners LLC
$1BAssets managed
405Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7171376
- Firm CRD
- 301058