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 registered with the SEC in 2024. The firm is owned by an individual and serves a client base composed primarily of individuals and families. Tepp positions itself as a capital allocator, sourcing and placing client capital with third-party managers in addition to providing direct advisory services. Its service menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension-related consulting support. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. Tepp does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Maria Garyfallos
Senior Financial AdvisorCRD 7625224
Sarah Kovalakides
Client Service AssociateCRD 8178668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$147M in ETFs
75%
$110M
8%
$36.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24M | 31,337 | 16.35% |
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