Tepp Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tepp Wealth Management provides investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high‑net‑worth families, estates, trusts, retirement plans and corporate clients. The firm reports approximately $195.7 million in regulatory assets under management across about 149 client relationships and operates with three advisors.
The firm’s investment process emphasizes diversified asset allocation with a mix of strategic and tactical allocations, long‑term holdings, and value‑oriented selections, primarily using equities, fixed income, mutual funds and ETFs while selectively recommending alternative investments when appropriate. Portfolios may be managed on a discretionary or non‑discretionary basis, with rebalancing and trading guided by model‑manager, quantitative, technical and fundamental inputs, and client reporting consolidated through eMoney and Advyzon platforms.
A distinctive feature is an affiliation with Tepp Accounting and Business Services, Inc., through which the firm coordinates tax planning and facilitates tax‑related services alongside its investment advice. The firm is a recent SEC‑registered RIA (registered in 2024) with an atypically large asset base for a three‑advisor firm and maintains client education channels such as a podcast in addition to its integrated advisory and reporting technology.
Client services
Expertise
Fee options
Tax return preparation fee based on time spent, fee quoted before work commences
Account minimum: $1,000,000 Minimum fee: Minimum recurring fee of $6,000 per year in certain circumstances
Main office
210 Elmer Street
Westfield NJ 07090
Advisors at this office
3
Most active in
New Jersey · New York · Texas
Also doing business as
Tepp Financial Planning · Tepp Ria LLC · Tepp Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David T
PFS™, Series 63
Westfield, NJ
Tepp Wealth Management
David Tepp is a financial advisor at Tepp Wealth Management with 13 years of industry experience. He holds the PFS™ and Series 63 credentials and has been with Tepp Wealth Management since 2016. In addition to his advisory role, Tepp is the owner and president of Tepp Accounting & Business Services, Inc., where he provides accounting and tax return preparation services. He also serves on the investment committee for Temple Emanu-El of Westfield. Tepp Wealth Management offers investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients. The firm emphasizes diversified asset allocation and integrates tax planning through its affiliation with Tepp Accounting, managing approximately $195.7 million in assets across three advisors.
Sarah K
Series 65
Westfield, NJ
Tepp Wealth Management
Sarah Kovalakides is a financial advisor at Tepp Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Jaffe Communications. Tepp Wealth Management provides investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients. The firm employs a diversified investment approach combining strategic and tactical allocations with long-term and value-oriented selections, offering discretionary and non-discretionary portfolio management supported by integrated reporting technology.
Maria G
Series 65
Westfield, NJ
Tepp Wealth Management
Maria Garyfallos is a financial advisor at Tepp Wealth Management with four years of industry experience and a Series 65 credential. She has been with Tepp Wealth Management since 2018 and previously worked at Pantagis Renaissance for 23 years. Tepp Wealth Management serves individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients, offering investment management and financial planning services. The firm focuses on diversified asset allocation with a combination of strategic and tactical investments and integrates tax planning through an affiliation with Tepp Accounting and Business Services, Inc.
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