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Templer Wealth Management, LLC

● SEC registered since 2026CRD 305972SEC# 801-136275Vienna, VA
Export (members)
Reg. AUM
$102.9M
Employees
1
Accounts
181
Location
Vienna, VA

Templer Wealth Management, LLC assets under management

Templer Wealth Management, LLC is an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2026. It reports $102.9 million in regulatory assets under management and employs 1 people.
www.linkedin.com/company/templerwealthView on SEC.gov ↗

Templer Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Trent James Templer ControlPresident, Managing Member & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Templer Wealth Management, LLC manage?

Templer Wealth Management, LLC reports $102.9 million in regulatory assets under management on its Form ADV.

How many employees does Templer Wealth Management, LLC have?

Templer Wealth Management, LLC reports 1 employees.

Where is Templer Wealth Management, LLC located?

Templer Wealth Management, LLC is based in Vienna, VA and has been SEC-registered since 2026.

Does Templer Wealth Management, LLC disclose fund performance?

Templer Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8000 Towers Crescent Dr., Suite 1350, Vienna, VA 22182
Phone703-927-4126
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.9M
Non-discretionary$0
Total (RAUM)$102.9M