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TEPP WEALTH MANAGEMENT
TEPP RIA LLC
CRD 283899 · SEC 801-131621
210 ELMER STREET, WESTFIELD, NJ, 07090, United States
Phone
908-301-1200
Fax
888-517-0438
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.7M
Discretionary AUM
$194.1M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $64.3M |
| High net worth individuals | 52 | $131.4M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD