Tepp RIA LLC
● SEC registered since 2024CRD 283899SEC# 801-131621Westfield, NJ
Reg. AUM
$195.7M
Employees
6
Accounts
150
Location
Westfield, NJ
Tepp RIA LLC assets under management
Tepp RIA LLC is a registered investment adviser overseen by the SEC based in Westfield, NJ. The firm has been registered since 2024. It reports $195.7 million in regulatory assets under management and employs 6 people.
Tepp RIA LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Tepp Control | Managing Member/Owner/Cco | Over 75% | 2016 |
| Tara Tepp | Minority Owner | Under 5% | 2025 |
Frequently asked questions
How much does Tepp RIA LLC manage?
Tepp RIA LLC reports $195.7 million in regulatory assets under management on its Form ADV.
How many employees does Tepp RIA LLC have?
Tepp RIA LLC reports 6 employees.
Where is Tepp RIA LLC located?
Tepp RIA LLC is based in Westfield, NJ and has been SEC-registered since 2024.
Does Tepp RIA LLC disclose fund performance?
Tepp RIA LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 210 Elmer Street, Westfield, NJ 07090 |
| Phone | 908-301-1200 |
| Fax | 888-517-0438 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.7M▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$195.7Mregulatory AUM
Discretionary $194.1MNon-discretionary $1.7M