TEPP RIA LLC

TEPP WEALTH MANAGEMENT
WESTFIELD, New Jersey·1 registered advisor·CRD# 283899
SEC# 801-1316210908-301-1200
01

Firm Overview

AUM
$149M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TEPP RIA LLC

1 registered advisor
David Tepp
WESTFIELD, New Jersey
05

Office Locations

WESTFIELD, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. TEPP RIA LLC (CRD# 283899) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.