RIA Intel›Advisers›Florida›TEP FINANCIAL SOLUTIONS LLC

TEP FINANCIAL SOLUTIONS LLC

Advisory

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL

#2,534

of 2,610 advisers by AUM

Average account

$57K

across 9 accounts

AUM per adviser

$510K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$510K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$510K

Discretionary AUM$510K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

VAKE CAPITAL LLC

$504K

FINANCIAL PLANNING BY DESIGN LLC.

$519K

TMFS-MIAMI, LLC

SUNRISE, FL

$500K

0.0% 1Y

BLUEFIN INVESTMENT MANAGEMENT, LLC

$500K

SEA CHANGE CAPITAL ADVISORS, LLC

PLANTATION, FL

$500K

TIP TOP LLC

$526K

Get the full picture on TEP FINANCIAL SOLUTIONS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TEP FINANCIAL SOLUTIONS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans