Trustee Empowerment & Protection, Inc.

Registered investment adviser · Troy, MI · CRD #108249

Form ADV data as of 2026-09-01

Regulatory assets

$10.3 million

Total accounts

Employees

Disclosure events

Firm details

Website: https://www.tepi.tech
Telephone: 248-797-0500
SEC file number: 801-60944
Most recent Form ADV filing: 2026-08-12
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a false statement or omission
A self-regulatory organization found a violation of its rules
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$10.3 million
Total regulatory assets under management	$10.3 million
Discretionary accounts	0
Non-discretionary accounts	2
Total accounts	2
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	4
Employees performing investment advisory functions (including research)	4
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	4
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Pension consulting servicesOther

Affiliated related persons

Other investment adviser (including financial planners)Lawyer or law firmInsurance company or agencyPension consultant

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3	$0
Charitable organizations	Not reported	$10.3 million