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| Keyboard |
| Teeple Wealth Management LLC
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|---|---|
| CRD # | 147676 |
| SEC # | 801-124740 |
| CIK # | |
| AUM | 287.0 M (2026-06-09) |
| Employees | 18 (78% Investors, 0% Brokers) |
| Phone | 317-350-4255 |
| Address | 111 East Main Street Brownsburg, IN 46112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 140.9 |
| (b) Individuals (high net worth individuals) | 120 | 145.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 1 | 0.3 |
| Total | 2,118 | 287.0 |
| By Discretionary | ||
| Discretionary | 234 | 4.7 |
| Non-Discretionary | 1,884 | 282.3 |
| Total | 2,118 | 287.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.0 | |
| Total | 2,118 | 287.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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