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TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

BROWNSBURG, IN · CRD 147676 · IAPD ↗ · tsnadvisors.com · 317-350-4255

$287.0MRegulatory AUM
15Advisory reps
19Employees
2Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
July 2026 — TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT changed its website from bedrockcpas.com to tsnadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT reported RAUM up 32% ($217.9M -> $287.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
December 2025 — TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT changed its website from tsnwealth.com to bedrockcpas.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
August 2025 — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT is now doing business as TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2025 — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT added office(s): 7 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT reported RAUM up 29% ($169.5M -> $217.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
September 2024 — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2024 — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT reported RAUM up 34% ($126.8M -> $169.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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