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TEPP WEALTH MANAGEMENT

WESTFIELD, NJ · CRD 283899 · IAPD ↗ · teppwealth.com · 908-301-1200

$195.7MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — TEPP WEALTH MANAGEMENT reported RAUM up 34% ($145.9M -> $195.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — TEPP WEALTH MANAGEMENT now reports custody of client assets ($194.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
January 2025 — TEPP WEALTH MANAGEMENT (WESTFIELD, NJ) is newly SEC-registered with $149.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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