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TEPLITZ FINANCIAL GROUP LLC

OLD BRIDGE, NJ · CRD 122038 · IAPD ↗ · 732-591-0909

$131.7MRegulatory AUM
1Advisory reps
2Employees
25Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — TEPLITZ FINANCIAL GROUP LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2024 — TEPLITZ FINANCIAL GROUP LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — TEPLITZ FINANCIAL GROUP LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.