TEEPLE WEALTH MANAGEMENT, LLC
Legal name: TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
CRD #147676 SEC #801-124740 BROWNSBURG, IN 317-350-4255
SEC Registered
Total AUM
$217.9M
Discretionary
$3M
Employees
17
Clients
251
Accounts
1,860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $217.9M | $3M | $214.9M | 17 | 440 |
| Dec 2025 | $217.9M | $3M | $214.9M | 16 | 440 |
| Oct 2025 | $217.9M | $3M | $214.9M | 17 | 440 |
| Sep 2025 | $217.9M | $3M | $214.9M | 17 | 440 |
| Jul 2025 | $217.9M | $3M | $214.9M | 17 | 440 |
| Mar 2025 | $217.9M | $3M | $214.9M | 13 | 440 |
| Mar 2025 | $217.9M | $3M | $214.9M | 13 | 440 |
| Feb 2025 | $217.9M | $3M | $214.9M | 11 | 440 |
| Sep 2024 | $169.5M | $2M | $167.5M | 11 | 2 |
| Aug 2024 | $169.5M | $2M | $167.5M | 12 | 2 |
| Jul 2024 | $169.5M | $2M | $167.5M | 9 | 2 |
| Apr 2024 | $169.5M | $2M | $167.5M | 9 | 2 |
| Mar 2024 | $169.5M | $2M | $167.5M | 8 | 2 |
| Feb 2024 | $169.5M | $2M | $167.5M | 9 | 2 |
| Jan 2024 | $126.8M | $619K | $126.2M | 9 | 3 |
| Nov 2023 | $126.8M | $619K | $126.2M | 9 | 3 |
| Sep 2023 | $126.8M | $619K | $126.2M | 8 | 3 |
| Feb 2023 | $126.8M | $619K | $126.2M | 8 | 3 |
| Sep 2022 | $113.9M | $476K | $113.4M | 8 | 4 |
| Jun 2022 | $113.9M | $476K | $113.4M | 8 | 4 |
| Apr 2022 | $114.4M | $476.4K | $113.9M | 8 | 4 |
| Apr 2022 | $114.4M | $476.4K | $113.9M | 8 | 4 |
| Mar 2022 | $114.4M | $476.4K | $113.9M | 8 | 4 |
DateDec 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees17
Clients440
DateDec 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees16
Clients440
DateOct 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees17
Clients440
DateSep 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees17
Clients440
DateJul 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees17
Clients440
DateMar 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees13
Clients440
DateMar 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees13
Clients440
DateFeb 2025
Total AUM$217.9M
Discretionary$3M
Non-Disc.$214.9M
Employees11
Clients440
DateSep 2024
Total AUM$169.5M
Discretionary$2M
Non-Disc.$167.5M
Employees11
Clients2
DateAug 2024
Total AUM$169.5M
Discretionary$2M
Non-Disc.$167.5M
Employees12
Clients2
DateJul 2024
Total AUM$169.5M
Discretionary$2M
Non-Disc.$167.5M
Employees9
Clients2
DateApr 2024
Total AUM$169.5M
Discretionary$2M
Non-Disc.$167.5M
Employees9
Clients2
DateMar 2024
Total AUM$169.5M
Discretionary$2M
Non-Disc.$167.5M
Employees8
Clients2
DateFeb 2024
Total AUM$169.5M
Discretionary$2M
Non-Disc.$167.5M
Employees9
Clients2
DateJan 2024
Total AUM$126.8M
Discretionary$619K
Non-Disc.$126.2M
Employees9
Clients3
DateNov 2023
Total AUM$126.8M
Discretionary$619K
Non-Disc.$126.2M
Employees9
Clients3
DateSep 2023
Total AUM$126.8M
Discretionary$619K
Non-Disc.$126.2M
Employees8
Clients3
DateFeb 2023
Total AUM$126.8M
Discretionary$619K
Non-Disc.$126.2M
Employees8
Clients3
DateSep 2022
Total AUM$113.9M
Discretionary$476K
Non-Disc.$113.4M
Employees8
Clients4
DateJun 2022
Total AUM$113.9M
Discretionary$476K
Non-Disc.$113.4M
Employees8
Clients4
DateApr 2022
Total AUM$114.4M
Discretionary$476.4K
Non-Disc.$113.9M
Employees8
Clients4
DateApr 2022
Total AUM$114.4M
Discretionary$476.4K
Non-Disc.$113.9M
Employees8
Clients4
DateMar 2022
Total AUM$114.4M
Discretionary$476.4K
Non-Disc.$113.9M
Employees8
Clients4