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TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
TEEPLE WEALTH MANAGEMENT, LLC
CRD 147676 · SEC 801-124740
111 EAST MAIN STREET, BROWNSBURG, IN, 46112, United States
Phone
317-350-4255
Fax
317-520-3466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.0M
Discretionary AUM
$4.7M
Team
18 total employees; 14 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 481 | $140.9M |
| High net worth individuals | 120 | $145.7M |
| Pension/profit sharing plans | 2 | $0 |
| Charitable organizations | 1 | $0 |
| Corporations/business entities | 1 | $120K |
States served
IN, KY, OH, TN, TX, NH
All web addresses on file
Official SEC filing: View on IAPD