Mark M Tepper
Investment adviser representative at Swp Investment Management LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Swp Investment Management LLCApr 2024 to now
- Strategic Wealth Partners Ltd.Oct 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Swp Investment Management LLC
$138.4MAssets managed
1Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4417859
- Firm CRD
- 331314