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TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
Legal name: TEEPLE WEALTH MANAGEMENT, LLC
CRD 147676File 801-124740
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$287.0M
Below cohort median (national)
Discretionary AUM
$4.7M
Non-discretionary $282.3M
Clients
605
2,118 accounts
Employees
19
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 22, 2022
- Principal office
- 111 EAST MAIN STREET, BROWNSBURG, IN, 46112
- Phone
- 317-350-4255
- Website
- https://www.tsnadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $287.0M
- Discretionary AUM
- $4.7M
- Non-discretionary AUM
- $282.3M
- Discretionary accounts
- 234
- Non-discretionary accounts
- 1,884
- Total accounts
- 2,118
- AUM per client
- $474K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $120K |
| Charitable organizations | Fewer than 5 | $0 |
| High net worth individuals | 120 | $145.7M |
| Pension and profit sharing plans | 2 | $0 |
| Individuals (other than high net worth individuals) | 481 | $140.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 606 | 605 | decreased by1 |
| Aug 1, 2026 | Employees | 18 | 19 | increased by1 |
| Jul 1, 2026 | Employees | 17 | 18 | increased by1 |
| May 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Mar 1, 2026 | Employees | 17 | 18 | increased by1 |
| Mar 1, 2026 | Clients | 512 | 606 | increased by94 |
| Mar 1, 2026 | AUM | $217,864,393 | $287,042,349 | increased by$69,177,956 |
| Mar 1, 2026 | Accounts | 1,860 | 2,118 | increased by258 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 13 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 308 | 512 | increased by204 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,909,000 | $217,864,393 | increased by$103,955,393 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,268 | 1,860 | increased by592 |
| Jul 1, 2022 | Clients | 284 | 308 | increased by24 |
| Jul 1, 2022 | AUM | $114,394,340 | $113,909,000 | decreased by$485,340 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TEEPLE SNYDER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEEPLE SNYDER” 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.