TEPP WEALTH MANAGEMENT
Firm details
- Headquarters
- WESTFIELD, New Jersey
- CRD number
- 283899
- Registered since
- December 16, 2024
- Website
- www.teppwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.16%
- Individuals32.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tepp Wealth Management is an independent, privately owned registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves individual and family clients and positions itself as a capital allocator, selecting third-party managers alongside in-house portfolio management and financial planning. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services listed on the firm’s filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Tepp is not identified as an active ESG investor and reports no multi-state advisory footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Other4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1DAVID TEPP
Founder and CEOCRD 6146562
Contacts
2 of 2MARIA GARYFALLOS
Investment Adviser RepresentativeCRD 7625224
Sarah Kovalakides
Client Service AssociateCRD 8178668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$133M in ETFs
74%
$98.4M
8%
$35.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23.4M | 35,785 | 17.52% |
Location
WESTFIELD, NJ
UNION
Location
WESTFIELD, NJ
Headquartered in WESTFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 210 Elmer St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
COVINGTON & ASSOCIATES, INC.
RIAWESTFIELD, NJ
REDFIELD, BLONSKY & STARINSKY, LLC
RIAWESTFIELD, NJ
PASCO INVESTMENT ADVISORS INC
RIAWESTFIELD, NJ
RIVERO CPA LLC
RIAWESTFIELD, NJ
FRIEDENTHAL FINANCIAL, LLC
RIAMARLTON, NJ
BAUTIS FINANCIAL, LLC
RIAMONTCLAIR, NJ