Tepp Wealth Management
Tepp Wealth Management is an SEC-registered wealth manager in Westfield, NJ with $195.7M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Tepp Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283899, SEC 801-131621, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $195.7M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Westfield, NJ
- Employees
- 6
- Clients
- 149
- CRD
- 283899
- Ownership
- TEPP, DAVID; TEPP, TARA
How much AUM does Tepp Wealth Management have?
Tepp Wealth Management reported $195.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Tepp Wealth Management?
Disclosed owners and executives of Tepp Wealth Management include TEPP, DAVID, TEPP, TARA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.