Austin Daniel Tilles

Employer firm

Verum Partners LLC CRD 301058

$1.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 04/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2018 → 07/2019
  Advantage Solutions
  Huntersville, NC
• 07/2017 → 08/2018
  Whole Foods
  Huntersville, NC
• 08/2013 → 08/2017
  Food Lion
  Mooresville, NC
• 06/2017 → 08/2019
  University Of North Carolina At Charlotte
  Charlotte, NC
• 06/2015 → 07/2017
  Central Piedmont Community College
  Huntersville, NC
• 07/2021 → 03/2022
  Self Employed
  Huntersville, NC
• 04/2022 → 01/2025
  Verum Partners Llc
  Charlotte, NC
• 01/2025 → Present
  Verum Partners Llc
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-31
• S63 Uniform Securities Agent State Law Examination
  2019-10-28

Designations

• Chartered Financial Analyst

Other Names

• Austin Tilles