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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TEPP, TARA | I | MINORITY OWNER | NA | |
| TEPP, DAVID | I | MANAGING MEMBER/OWNER/CCO | E | Control |
| TEPP, DAVID | I | MANAGING MEMBER/OWNER/CCO | E | Control |
| TEPP, DAVID | I | MANAGING MEMBER/OWNER/CCO | E | Control |
| TEPP, DAVID | I | MANAGING MEMBER/OWNER/CCO | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (3)
NJ NY TX
Address
210 ELMER STREETWESTFIELD, NJ 07090
United States
Phone: 908-301-1200