TEPP WEALTH MANAGEMENT
SEC RegisteredWe go far beyond financial planning.
About the firm
At Tepp Wealth Management, we create comprehensive, tax-focused strategies for building and preserving wealth. We are highly skilled and experienced financial and tax professionals who analyze wealth building and preservation from all perspectives, creating customized strategies that give clients clarity and confidence about the future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tepp Wealth Management provides a multi-disciplinary suite of services including Trust and Estate Planning, Education Planning, Income/Estate & Trust Tax Return Preparation, Retirement Planning, Investment Planning, and Strategic Tax Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 97 | $64M |
| High Net Worth Individuals | 52 | $131M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TEPP WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.