TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT
TEEPLE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 70 | $2.0M |
| Non-Discretionary | 1,489 | $167.5M |
| Total | 1,559 | $169.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 373 | $102.0M |
| HNW Individuals | 57 | $66.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 2 | $0 |
| Charitable organizations | 2 | $611,370 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-124740 |
|---|---|
| SEC ERA File Number | 801-124740 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147676 |
| Legal Entity Identifier | None |
Principal Office
111 EAST MAIN STREETBROWNSBURG
IN
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 317-350-4255, Fax: 317-520-3466
Websites
Chief Compliance Officer
MATTHEW TEEPLE
PRESIDENT
111 EAST MAIN STREET
BROWNSBURG
IN
United States
Tel:
317-350-4255
Fax:
317-520-3466
M******@************M
(Full email address available in API data)
Industry Affiliates
| BEDROCK ACCOUNTING | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TEEPLE, MATTHEW, JOEL | Individual | – | PRESIDENT/CCO | 05/2008 | > 75% |
| Snyder, Matthew, Tyler | Individual | – | MEMBER | 01/2021 | < 5% |
| Newsome, Kimberly, Rene' | Individual | – | MEMBER | 07/2023 | < 5% |