Tepp Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westfield, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $196M in regulatory assets under management, 6 employees, and 150 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
97
2
HNWI
34.9%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of March 26, 2026
Discretionary99.2%
$194M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
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.
Total AUM$196M
Total Accounts150
10Y AUM Change+$47M (+31.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+4 (+200.0%)
* 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.