Teeple Wealth Management, Llc
- Regulatory AUM
- $287M
- Discretionary
- $4.7M
- Clients
- 606
- Avg AUM / client
- $474K
- Accounts
- 2,118
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 481 | $141M | 49.1% |
| High net worth individuals | 120 | $146M | 50.8% |
| Pension and profit sharing plans | 2 | $0 | — |
| Charitable organizations | 1 | $0 | — |
| Corporations and other businesses | 1 | $120K | 0.04% |
| Other | 1 | $297K | 0.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Joel Teeple | President | May 2008 (18y) | 75% or more | |
| Matthew Tyler Snyder | Member | CFP | Mar 2018 (8y) | Less than 5% |
| Timothy Alan Dukeman | Chief Compliance Officer | CFP | May 2019 (7y) | Less than 5% |
| Kimberly Rene' Newsome | Member | Jul 2021 (5y) | Less than 5% | |
| Mark G Olsen | Registered representative | CFP | Aug 2017 (9y) | |
| Emily R Turner | Registered representative | CFP | Feb 2022 (4y) | |
| Aaron Sean Downs | Registered representative | Nov 2023 (3y) | ||
| David Peterson | Registered representative | Mar 2025 (1y) | ||
| Marcus Elliot Rose | Registered representative | Mar 2025 (1y) | ||
| Zachery Price | Registered representative | Feb 2026 (0y) | ||
| Jason Herbert Berkholz | Registered representative | Jun 2026 (0y) | ||
| Evan Teeple | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $293M (102% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗