Teeple Snyder Newsome Wealth & Tax Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brownsburg, IN. Its latest Form ADV filing, dated April 22, 2026, reports $287M in regulatory assets under management, 17 employees, 6 offices, and 2,118 accounts.
Assets Under Management
$287M
Employees
17
Offices
6 offices
Total Clients
606
Primary office
BROWNSBURG, IN
111 EAST MAIN STREET, BROWNSBURG, IN, United States
Top client segmentIndividuals represent 79.4% of total clients.
Top client categories% of clientsClients
1
Individuals
79.4%
481
2
HNWI
19.8%
120
3
Pension Plans
0.3%
2
4
Charitable
0.2%
1
5
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$287Mas of April 22, 2026
Discretionary1.6%
$5M
2% of total RAUM1.6%
Non-discretionary98.4%
$282M
98% of total RAUM98.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$287M
Total Accounts2,118
10Y AUM Change+$173M (+150.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee36:1
10Y Employee Change+9 (+112.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.