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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.