Tepp Wealth Management
Tepp Wealth Management (CRD# 283899) is a financial advisory firm headquartered in Westfield, NJ. They manage $103,223,000 in 513 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management103MILLION
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Total Number of Accounts513ACCOUNTS
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Average Account Value$201,214
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, TX
Financial Advisors at Tepp Wealth Management
1
David Tepp (CRD# 6146562) is an Investment Advisor Representative working at Tepp Wealth Management in Westfield, NJ and has over 10 years of experience in the finance industry.
2
Maria Garyfallos (CRD# 7625224) is an Investment Advisor Representative working at Tepp Wealth Management in Westfield, NJ and has 1 year of experience in the finance industry.
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