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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-02-2016
- Office Locations
- 1
Office Locations
About Tepp Wealth Management
Tepp Wealth Management is a Westfield, NJ wealth manager that pairs investment and retirement planning with in-house tax, estate, and trust work. The team takes a data-driven, multidisciplinary approach to build customized strategies for growing, preserving, and transferring wealth while minimizing tax liability, including strategic tax planning and income/estate & trust tax return preparation. Custodied at Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID LEE TEPP
Chief Compliance Officer, Founder, Managing Member, Owner
- CRD
- #6146562
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARIA GARYFALLOS
Associate
- CRD
- #7625224
Sarah Lynne Kovalakides
Financial Advisor
- CRD
- #8178668
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,055,874 | $1,302,388 |
| Non-Discretionary | $1,657,770 | $1,657,770 |
| Total | $195,713,644 | $1,304,758 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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