TEPP RIA LLC
Legal name: TEPP WEALTH MANAGEMENT
CRD #283899 SEC #801-131621 WESTFIELD, NJ 908-301-1200
SEC Registered
Total AUM
$145.9M
Discretionary
$143.6M
Employees
5
Clients
51
Accounts
578
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $145.9M | $143.6M | $2.3M | 5 | 0 |
| Mar 2025 | $145.9M | $143.6M | $2.3M | 5 | 0 |
| Feb 2025 | $149.2M | $146.6M | $2.6M | 2 | 0 |
| Nov 2024 | $149.2M | $146.6M | $2.6M | 2 | 0 |
DateNov 2025
Total AUM$145.9M
Discretionary$143.6M
Non-Disc.$2.3M
Employees5
Clients0
DateMar 2025
Total AUM$145.9M
Discretionary$143.6M
Non-Disc.$2.3M
Employees5
Clients0
DateFeb 2025
Total AUM$149.2M
Discretionary$146.6M
Non-Disc.$2.6M
Employees2
Clients0
DateNov 2024
Total AUM$149.2M
Discretionary$146.6M
Non-Disc.$2.6M
Employees2
Clients0