Teeple Wealth Management, LLC
Teeple Wealth Management, LLC (CRD# 147676) is a financial advisory firm headquartered in , . They manage $25,031,000 in 231 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts231ACCOUNTS
Average Account Value$108,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Kevin Lewis (CRD# 6406190) is an Investment Advisor Representative working at Teeple Wealth Management, LLC in Brownsburg, IN and has 1 year of experience in the finance industry.
Matthew Teeple (CRD# 4827102) is an Investment Advisor Representative working at Teeple Wealth Management, LLC in Brownsburg, IN and has over 12 years of experience in the finance industry.