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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (5)
IN KY NH OH TX
Address
111 EAST MAIN STREETBROWNSBURG, IN 46112
United States
Phone: 317-350-4255