Teplitz Financial Group LLC
Teplitz Financial Group LLC is an SEC-registered mass-market adviser in Old Bridge, NJ with $131.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Teplitz Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122038, SEC 801-126103, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $131.7M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Old Bridge, NJ
- Employees
- 2
- Clients
- 188
- CRD
- 122038
- Ownership
- TEPLITZ, DANIEL, (NMN); TEPLITZ, ARI, MENACHEM
How much AUM does Teplitz Financial Group LLC have?
Teplitz Financial Group LLC reported $131.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Teplitz Financial Group LLC?
Disclosed owners and executives of Teplitz Financial Group LLC include TEPLITZ, DANIEL, (NMN), TEPLITZ, ARI, MENACHEM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.