Tepp Wealth Management - Investment Advisers

About Tepp Wealth Management

Tepp Wealth Management is an investment adviser based in Westfield, New Jersey, operating under the legal name Tepp Ria LLC. Registry records show regulatory assets under management of $195.71 million and six employees. The firm is included among the investment advisers in New Jersey, and it is registered with the SEC as an investment adviser, a category covered in the directory of US investment advisers. David Tepp founded the firm and serves as its managing principal. He is a CPA, holds the PFS designation, and earned an MBA from New York University. Before starting the firm, he worked at accounting firms. The firm describes its work as tax-focused wealth management for high-net-worth individuals and families, combining investment advisory services with retirement planning, estate design, and risk mitigation. The team includes licensed CPAs, a Series 65 investment adviser representative, and staff who handle client support, bookkeeping, and tax preparation. The firm says its recommendations are based on analysis and empirical data, and that it aims to act in its clients' best interests.

Key Facts

Assets Under Management

$195.71M

Employees

6

SEC File Number

801-131621