SourcingSourcing

TEEPLE WEALTH MANAGEMENT, LLC

C27
CRD 147676·SEC 801-124740·BROWNSBURG, IN
AUM
$287.0M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$861K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEEPLE WEALTH MANAGEMENT, LLC
CRD
147676
SEC file #
801-124740
EIN
—
DBA names
Teeple Snyder Newsome Wealth & Tax Management

Economics

AUM
$287.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$113.9M → $287.0M▲ +152%
Client mix
Individuals Other481
Individuals High Net Worth120
Pension Profit Sharing Plans2
Charitable Organizations1
Corporations1

Operations

Employees (total)
17
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'23'26
8 advisors → 13 advisors▲ +63%
Primary office
BROWNSBURG IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
bedrockcpas.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEEPLE, MATTHEW, JOEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
TEEPLE, MATTHEW, JOEL
Dukeman, Timothy, Alan
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BEDROCKCPAS.COM
Rdap Domain Creation Date
2021-05-27T18:12:34Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,186
Form 5500 Compensation Trajectory 3y
20258,186
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,186
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3377
Soi Zip Pct 200k Plus
0.0941
Soi Zip Returns 200k Plus
2000
Soi Zip Total AGI
2,013,280
Fdic Zip Total Deposits
16,755,792,000
Fdic Zip Branch Count
372
Fdic Zip Top Banks
Hendricks County Bank and Trust Company
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Hendricks County Bank and Trust CompanyBrownsburg, IN
Hendricks County Bank and Trust CompanyBrownsburg, IN
Fdic Zip HHI
693.75
Fdic Zip Top Bank Share Pct
14.42
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-27T18:12:34Z
Rdap Domain Last Changed
2025-07-01T20:12:45Z
Rdap Nameservers
Alina.ns.cloudflare.comPlato.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI54,853
Returns4,880
Stub 2
AGI145,489
Returns3,900
Stub 3
AGI186,493
Returns3,010
Soi Zip Total Business Income
46,027
Soi Zip Total Cap Gains
69,044
Soi Zip Total Dividends
24,245
Soi Zip Total Returns
21,260
Top Owner CRD
4827102
Trust Company Affiliate
No

People (10)

10
TEEPLE, MATTHEW, JOEL
IAR · Direct Owner · 87.5%
4827102
Newsome, Kimberly, Rene'
IAR · Executive Officer · 2.5%
7411781
Dukeman, Timothy, Alan
IAR · Executive Officer · 2.5%
7117688
Snyder, Matthew, Tyler
IAR · Executive Officer · 2.5%
6921022
Olsen, Mark, G
IAR · Executive Officer · 2.5%
6787613
Aaron Sean Downs
IAR
7825354
Emily R Turner
IAR
7500730
Zachery Price
IAR
7613479
David Peterson
IAR
7944629
MARCUS ELLIOT ROSE
IAR
5426645