{
  "crd_number": 147676,
  "slug": "teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676",
  "primary_business_name": "TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT",
  "legal_name": "TEEPLE WEALTH MANAGEMENT, LLC",
  "dbas": [
    "BEDROCK ACCOUNTING AND TAX ADVISORS"
  ],
  "city": "Brownsburg",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-09",
  "carried_forward": false,
  "raum_total": 287042349.0,
  "raum_discretionary": 4723543.0,
  "raum_non_discretionary": 282318806.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 19,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 296658.0,
      "count": 1,
      "description": "IRREVOCABLE TRUSTS"
    },
    "charitable": {
      "raum": 0.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 140917279.0,
      "count": 481
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 145708279.0,
      "count": 120
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 120133.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN",
    "KY",
    "NH",
    "OH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://tsnadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147676",
  "city_as_filed": "BROWNSBURG",
  "url": "https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676",
  "display_name": "Teeple Snyder Newsome Wealth & Tax Management",
  "summary": "Teeple Snyder Newsome Wealth & Tax Management is an SEC-registered investment advisory firm in Brownsburg, IN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.",
  "citation": "AdvisorCensus. Teeple Snyder Newsome Wealth & Tax Management (CRD 147676): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Teeple Snyder Newsome Wealth & Tax Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Teeple Snyder Newsome Wealth & Tax Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Teeple Snyder Newsome Wealth & Tax Management located?",
      "a": "Teeple Snyder Newsome Wealth & Tax Management's principal office is in Brownsburg, IN, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Teeple Snyder Newsome Wealth & Tax Management registered with the SEC or a state?",
      "a": "Teeple Snyder Newsome Wealth & Tax Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 147676."
    },
    {
      "q": "How much does Teeple Snyder Newsome Wealth & Tax Management manage?",
      "a": "Teeple Snyder Newsome Wealth & Tax Management reports $287,042,349 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (2% discretionary)."
    },
    {
      "q": "How have Teeple Snyder Newsome Wealth & Tax Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Teeple Snyder Newsome Wealth & Tax Management: Regulatory assets under management: $113,909,000 in the October 2022 data and $287,042,349 in the October 2026 data, up 152%. Total employees: 8 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Teeple Snyder Newsome Wealth & Tax Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (481); high net worth individuals (120); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Teeple Snyder Newsome Wealth & Tax Management use?",
      "a": "Teeple Snyder Newsome Wealth & Tax Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Teeple Snyder Newsome Wealth & Tax Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147676"
    },
    {
      "q": "Does Teeple Snyder Newsome Wealth & Tax Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 20, 2026 says: \"TSN does not maintain a minimum account size.\""
    },
    {
      "q": "What changed in Teeple Snyder Newsome Wealth & Tax Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 14 to 15."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 113909000.0,
      "total_employees": 8,
      "filing_date": "2022-09-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 126832000.0,
      "total_employees": 8,
      "filing_date": "2023-09-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 169514755.0,
      "total_employees": 11,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217864393.0,
      "total_employees": 17,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 287042349.0,
      "total_employees": 19,
      "filing_date": "2026-07-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 14."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Blue Ash, OH.",
        "No longer lists an office in Cincinnati, OH."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 13."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 14.",
        "Regulatory assets under management went from $217,864,393 to $287,042,349 (+32%).",
        "No longer lists an office in Cincinnari, OH.",
        "No longer lists an office in Cincinnati, OH.",
        "No longer lists an office in Florence, KY.",
        "No longer lists an office in Lexington, KY.",
        "No longer lists an office in West Chester, OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TSN does not maintain a minimum account size."
        ]
      }
    ],
    "quotes": [
      "TSN does not maintain a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/teeple-snyder-newsome-wealth-and-tax-management-brownsburg-in-147676.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 481,
      "fewer_than_5": false,
      "raum": 140917279.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 120,
      "fewer_than_5": false,
      "raum": 145708279.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 120133.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 296658.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147676",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}