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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 606 | 605 |
| 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.