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Tepp Wealth Management CRD 283899
$196M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
210 Elmer Street, Westfield, NJ 07090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tepp Wealth Management | Westfield | NJ | 01/2025 | Present |
| Unemployed | Westfield | NJ | 07/2024 | 12/2024 |
| Jaffe Communications | Cranford | NJ | 09/2023 | 06/2024 |
| Unemployed | Westfield | NJ | 01/2015 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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