David Lee Tepp
Investment adviser representative at Tepp Wealth Management
16 yearsExperience
3 statesRegistered in
PFSDesignation
$195.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Tepp Wealth ManagementApr 2016 to now
- Tepp Accounting & Business Services, Inc.Mar 2010 to now
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Tepp Wealth Management
Legal name: Tepp Ria LLC
$195.7MAssets managed
149Clients
3Advisers
1 yearIn 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
- 6146562
- Firm CRD
- 283899