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TRUSTEE EMPOWERMENT & PROTECTION, INC.
CRD 108249File 801-60944
APPROVED
Retail clients
Disclosure events
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.3M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $10.3M
Clients
3
2 accounts
Employees
4
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 21, 2002
- Principal office
- 755 WEST BIG BEAVER ROAD, SUITE 101, TROY, MI, 48084-4904
- Phone
- 248-797-0500
- Website
- HTTPS://WWW.TEPI.TECH
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $10.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2
- Total accounts
- 2
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.3M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 0 | 3 | increased by3 |
| Apr 1, 2026 | AUM | $8,517,499 | $10,287,170 | increased by$1,769,671 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 0 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,002,253 | $8,517,499 | decreased by$484,754 |
| Apr 1, 2022 | AUM | $10,884,021 | $9,002,253 | decreased by$1,881,768 |
| Apr 1, 2022 | Accounts | 4 | 2 | decreased by2 |
| Oct 1, 2021 | Clients | 0 | 1 | increased by1 |
| Oct 1, 2021 | Accounts | 3 | 4 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUSTEE EMPOWERMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUSTEE EMPOWERMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.