DBA: TEPP WEALTH MANAGEMENT
| Total AUM | $195.7M |
| Discretionary | $194.1M99% of AUM |
| Non-Discretionary | $1.7M |
| Client Accounts | 150 |
| Avg Account Size | $1.3M |
| Employees | 6 |
| Peak AUM | $195.7MMar 2026 |
| AUM CAGR | +22.6% /yrover 1 yrs · 5 filings |
Total AUM
$196M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $196M | +34.1% | — | — | — |
| Discretionary AUM | $194M | +35.2% | |||
| Total AUM | $195.7M |
| Discretionary | $194.1M |
| Employees | 6 |
| Client Accounts | 150 |
| Client Range | 0 |
Address
210 ELMER STREET
WESTFIELD NJ 07090
Phone
908-301-1200
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$194M
99.2% of AUM
Non-Discretionary
$2M
0.8% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Custody
| — |
| — |
— |
| Non-Disc. AUM | $2M | 29.1% | — | — | — |
| Total Accounts | 150 | 74.0% | — | — | — |
| Avg Account Size | $1M | +416.9% | — | — | — |
| Employees | 6 | +20.0% | — | — | — |
| AUM / Employee | $33M | +11.8% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $196M | +36.6% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 97 | +2.1% | — | — | — |
| Individuals | 52 | 7.1% | — | — | — |