Templer Wealth Management, LLC
Templer Wealth Management, LLC is an SEC-registered wealth manager with $102.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Templer Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305972, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $102.9M (2026-04-17)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 44
- CRD
- 305972
- Ownership
- TEMPLER, TRENT, JAMES
How much AUM does Templer Wealth Management, LLC have?
Templer Wealth Management, LLC reported $102.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Templer Wealth Management, LLC?
Disclosed owners and executives of Templer Wealth Management, LLC include TEMPLER, TRENT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.