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Teeple Wealth Management, LLC

● SEC registered since 2022CRD 147676SEC# 801-124740Brownsburg, IN
Export (members)
Reg. AUM
$217.9M
Employees
17
Accounts
1,860
Location
Brownsburg, IN

Teeple Wealth Management, LLC assets under management

Teeple Wealth Management, LLC is an SEC-registered investment adviser based in Brownsburg, IN. The firm has been registered since 2022. It reports $217.9 million in regulatory assets under management and employs 17 people.

Teeple Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kimberly Rene' NewsomeMemberUnder 5%2023
Mark G OlsenMemberUnder 5%2025
Matthew Joel Teeple ControlPresidentOver 75%2008
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Frequently asked questions

How much does Teeple Wealth Management, LLC manage?

Teeple Wealth Management, LLC reports $217.9 million in regulatory assets under management on its Form ADV.

How many employees does Teeple Wealth Management, LLC have?

Teeple Wealth Management, LLC reports 17 employees.

Where is Teeple Wealth Management, LLC located?

Teeple Wealth Management, LLC is based in Brownsburg, IN and has been SEC-registered since 2022.

Does Teeple Wealth Management, LLC disclose fund performance?

Teeple Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 East Main Street, Brownsburg, IN 46112
Phone317-350-4255
Fax317-520-3466
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3M
Non-discretionary$214.9M
Total (RAUM)$217.9M