Teeple Snyder Newsome Wealth & Tax Management
Teeple Snyder Newsome Wealth & Tax Management is an SEC-registered mass-market adviser in Brownsburg, IN with $287.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Teeple Snyder Newsome Wealth & Tax Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147676, SEC 801-124740, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $287.0M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Location
- Brownsburg, IN
- Employees
- 18
- Clients
- 606
- CRD
- 147676
- Ownership
- TEEPLE, MATTHEW, JOEL; Snyder, Matthew, Tyler; Newsome, Kimberly, Rene'; Dukeman, Timothy, Alan; Olsen, Mark, G
How much AUM does Teeple Snyder Newsome Wealth & Tax Management have?
Teeple Snyder Newsome Wealth & Tax Management reported $287.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Teeple Snyder Newsome Wealth & Tax Management?
Disclosed owners and executives of Teeple Snyder Newsome Wealth & Tax Management include TEEPLE, MATTHEW, JOEL, Snyder, Matthew, Tyler, Newsome, Kimberly, Rene', Dukeman, Timothy, Alan, Olsen, Mark, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.