Tepp Wealth Management
Firm details
- Headquarters
- Westfield, New Jersey
- CRD number
- 283899
- Registered since
- December 16, 2024
- Website
- www.teppwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.16%
- Individuals32.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tepp Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, offering advice across both planning and portfolio management. Fee arrangements include a percentage of assets under management, hourly charges and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Tepp does not describe itself as an active ESG investor and is not identified as a multistate or related adviser in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Other4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Tepp
Founder and CEOCRD 6146562
Contacts
2 of 2Maria Garyfallos
Investment Adviser RepresentativeCRD 7625224
Sarah Kovalakides
Client Service AssociateCRD 8178668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$149M in ETFs
76%
$114M
7%
$35.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.7M | 34,303 | 17.19% |
Location
Westfield, NJ
Union
Location
Westfield, NJ
Headquartered in Westfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 210 Elmer St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Covington & Associates, Inc.
RIAWestfield, NJ
Redfield, Blonsky & Starinsky, LLC
RIAWestfield, NJ
Pasco Investment Advisors Inc
RIAWestfield, NJ
Rivero Cpa LLC
RIAWestfield, NJ
Friedenthal Financial, LLC
RIAMarlton, NJ
Bautis Financial, LLC
RIAMontclair, NJ