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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

TEEPLE WEALTH MANAGEMENT, LLC, CRD 147676

BROWNSBURG, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27b6554e-053b-83e7-79df-ccdf7d123848

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Mar 25, 2022 to Jul 9, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $287MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.7M
Private client RAUM: $287MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $23.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 15
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 2,118
Individual clients: 481
High net worth clients: 120
Custody, client assets: $109M
SEC number: 801-124740
CRD: 147676
Filings on the tape: 26
First filed: Mar 25, 2022
Latest filed: Jul 9, 2026
Organised: Limited Liability Company, IN
Website: tsnadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW JOEL TEEPLE	n/a	Indianapolis, IN \| BROWNSBURG, IN	18	21	1	no
Mark G Olsen	Certified Financial Planner	Zionsville, IN \| BROWNSBURG, IN	9	14	1	no
Matthew Tyler Snyder	Certified Financial Planner	BROWNSBURG, IN	8	13	n/a	no
Timothy Alan Dukeman	Certified Financial Planner	BROWNSBURG, IN	7	10	n/a	no
Kimberly Rene' Newsome	n/a	Louisville, KY \| BROWNSBURG, IN	5	15	n/a	no
Emily R Turner	Certified Financial Planner	BROWNSBURG, IN	4	16	n/a	no
Aaron Sean Downs	n/a	LOUISVILLE, KY \| BROWNSBURG, IN	2	13	n/a	no
MARCUS ELLIOT ROSE	n/a	BROWNSBURG, IN \| Blue Ash, OH	1	19	2	no
David Peterson	n/a	BROWNSBURG, IN	1	11	n/a	no
Zachery Price	n/a	BROWNSBURG, IN \| Louisville, KY	0	13	n/a	no
Jason Herbert Berkholz	n/a	BROWNSBURG, IN	0	11	n/a	no
Evan Teeple	n/a	BROWNSBURG, IN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TEEPLE, MATTHEW, JOEL	President	E	yes	05/2008	Mar 25, 2022	Sep 13, 2024
Dukeman, Timothy, Alan	CHIEF COMPLIANCE OFFICER	Na	no	07/2024	Jul 17, 2024	Sep 13, 2024
Newsome, Kimberly, Rene'	Member	Na	no	07/2023	Sep 25, 2023	Sep 13, 2024
Snyder, Matthew, Tyler	Member	Na	no	01/2021	Mar 25, 2022	Sep 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OLSEN ENTERPRISES LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cincinnati	Oh	United States	8	no
Greenwood	In	United States	6	no
Zionsville	In	United States	6	no
Indianapolis	In	United States	4	no
Louisville	Ky	United States	3	no
Florence	Ky	United States	2	no
Lexington	Ky	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$287M	$4.7M	17	13	6	n/a	n/a
2024	Mar 27, 2025	$218M	$3.0M	13	13	11	n/a	n/a
2023	Feb 26, 2024	$170M	$2.0M	9	9	7	n/a	n/a
2022	Feb 21, 2023	$127M	$619,000	8	8	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	8.3%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$287M	$218M	31.8%	$127M	31.3%	19	13	6	11

Relationships

Registered with (15)

← Evan TeepleAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← Jason Herbert BerkholzAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← Zachery PriceAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← MARCUS ELLIOT ROSEAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← David PetersonAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← Aaron Sean DownsAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← Emily R TurnerAdvisorregistration: current employment
Feb 11, 2022 to presentfactForm ADV
← Kimberly Rene' NewsomeAdvisorregistration: current employment
Jul 21, 2021 to presentfactForm ADV
← Timothy Alan DukemanAdvisorregistration: current employment
May 10, 2019 to presentfactForm ADV
← Matthew Tyler SnyderAdvisorregistration: current employment
Mar 5, 2018 to presentfactForm ADV
← Mark G OlsenAdvisorregistration: current employment
Aug 15, 2017 to presentfactForm ADV
← MATTHEW JOEL TEEPLEAdvisorregistration: current employment
Jul 1, 2008 to presentfactForm ADV
← Richard Lee ElsburyAdvisorregistration: previous registration
Dec 18, 2025 to Apr 22, 2026factForm ADV
← Park Elim LeacockAdvisorregistration: previous registration
Apr 14, 2021 to Sep 13, 2024factForm ADV
← KEVIN JAMES LEWISAdvisorregistration: previous registration
Nov 15, 2014 to Jun 21, 2017factForm ADV

Controls (1)

← TEEPLE, MATTHEW, JOELOwnerPRESIDENT, ownership code E, individual
Mar 25, 2022 to Sep 13, 2024factForm ADV

Owns (3)

← Snyder, Matthew, TylerOwnerMEMBER, ownership code NA, individual
Mar 25, 2022 to Sep 13, 2024factForm ADV
← Dukeman, Timothy, AlanOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 17, 2024 to Sep 13, 2024factForm ADV
← Newsome, Kimberly, Rene'OwnerMEMBER, ownership code NA, individual
Sep 25, 2023 to Sep 13, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 22, 2026
Advisor changed firm
Richard Lee Elsbury left Teeple Snyder Newsome Wealth & Tax Management for Ameriprise Financial Services, Llc (registered 2026-05-29)
Form ADVobserved 4 days ago
Occurred
Sep 13, 2024
Advisor changed firm
Park Elim Leacock left Teeple Snyder Newsome Wealth & Tax Management for Monument Advisers (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
First Form ADV filing
Teeple Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 20, 2026
Teeple Snyder Newsome Wealth & Tax Management reported 6 offices beyond its principal office, down from 11 (2025-12-18 to 2026-02-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b6554e-053b-83e7-79df-ccdf7d123848
First observed: Mar 25, 2022
Last observed: Jul 9, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT

TEEPLE WEALTH MANAGEMENT, LLC, CRD 147676

BROWNSBURG, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27b6554e-053b-83e7-79df-ccdf7d123848

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW JOEL TEEPLE

n/a

Indianapolis, IN | BROWNSBURG, IN

Mark G Olsen

Certified Financial Planner

Zionsville, IN | BROWNSBURG, IN

Matthew Tyler Snyder

Certified Financial Planner

BROWNSBURG, IN

n/a

Timothy Alan Dukeman

Certified Financial Planner

BROWNSBURG, IN

n/a

Kimberly Rene' Newsome

n/a

Louisville, KY | BROWNSBURG, IN

n/a

Emily R Turner

Certified Financial Planner

BROWNSBURG, IN

n/a

Aaron Sean Downs

n/a

LOUISVILLE, KY | BROWNSBURG, IN

n/a

MARCUS ELLIOT ROSE

n/a

BROWNSBURG, IN | Blue Ash, OH

David Peterson

n/a

BROWNSBURG, IN

n/a

Zachery Price

n/a

BROWNSBURG, IN | Louisville, KY

n/a

Jason Herbert Berkholz

n/a

BROWNSBURG, IN

n/a

Evan Teeple

n/a

BROWNSBURG, IN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TEEPLE, MATTHEW, JOEL

President

yes

05/2008

Mar 25, 2022

Sep 13, 2024

Dukeman, Timothy, Alan

CHIEF COMPLIANCE OFFICER

07/2024

Jul 17, 2024

Sep 13, 2024

Newsome, Kimberly, Rene'

Member

07/2023

Sep 25, 2023

Sep 13, 2024

Snyder, Matthew, Tyler

Member

01/2021

Mar 25, 2022

Sep 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OLSEN ENTERPRISES LLC

n/a

City

State

Country

Employees

Also broker-dealer

Cincinnati

United States

Greenwood

United States

Zionsville

United States

Indianapolis

United States

Louisville

United States

Florence

United States

Lexington

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$287M

$4.7M

n/a

2024

Mar 27, 2025

$218M

$3.0M

n/a

2023

Feb 26, 2024

$170M

$2.0M

n/a

2022

Feb 21, 2023

$127M

$619,000

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

8.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$287M

$218M

31.8%

$127M

31.3%