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Trent James Templer

President, Managing Member & Chief Compliance OfficerTempler Wealth Management, LLCCRD 5374164

About Trent James Templer

Trent James Templer is listed as President, Managing Member & Chief Compliance Officer at Templer Wealth Management, LLC in Vienna, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Templer Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Trent James Templer work?

Trent James Templer is listed as President, Managing Member & Chief Compliance Officer at Templer Wealth Management, LLC on SEC Form ADV.

How much of Templer Wealth Management, LLC does Trent James Templer own?

Form ADV reports a beneficial ownership band of Over 75%.

Templer Wealth Management, LLC

TitlePresident, Managing Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019
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