Teeple Wealth Management, LLC
● SEC registered since 2022CRD 147676SEC# 801-124740Brownsburg, IN
Reg. AUM
$287M
Employees
19
Accounts
2,118
Location
Brownsburg, IN
Teeple Wealth Management, LLC assets under management
Teeple Wealth Management, LLC is an SEC-registered investment adviser based in Brownsburg, IN. The firm has been registered since 2022. It reports $287 million in regulatory assets under management and employs 19 people.
Teeple Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Rene' Newsome | Member | Under 5% | 2023 |
| Mark G Olsen | Member | Under 5% | 2025 |
| Matthew Joel Teeple Control | President | Over 75% | 2008 |
| Matthew Tyler Snyder | Member | Under 5% | 2021 |
| Timothy Alan Dukeman | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Teeple Wealth Management, LLC manage?
Teeple Wealth Management, LLC reports $287 million in regulatory assets under management on its Form ADV.
How many employees does Teeple Wealth Management, LLC have?
Teeple Wealth Management, LLC reports 19 employees.
Where is Teeple Wealth Management, LLC located?
Teeple Wealth Management, LLC is based in Brownsburg, IN and has been SEC-registered since 2022.
Does Teeple Wealth Management, LLC disclose fund performance?
Teeple Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 East Main Street, Brownsburg, IN 46112 |
| Phone | 317-350-4255 |
| Fax | 317-520-3466 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$287M▲ 32%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,306 advisers
EmployeesTop 25%
More than 75% of 16,824 advisers
Assets under management
$287Mregulatory AUM
Discretionary $4.7MNon-discretionary $282.3M