TEMPLER WEALTH MANAGEMENT, LLC
TEMPLER WEALTH MANAGEMENT, LLC of VIENNA, VA is an SEC-registered investment adviser (CRD 305972). Regulatory assets under management: $102.9M.
Registration
- CRD: 305972
- SEC file number: 801-136275
- Type: Registered investment adviser
- Location: 8000 TOWERS CRESCENT DR., SUITE 1350, VIENNA, VA, 22182
- Phone: 703-927-4126
- Latest filing: 2026-04-17
- Regulatory AUM: $102.9M
- Discretionary AUM: $102.9M
- Clients: 1
- Accounts: 181
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Trent James Templer | PRESIDENT, MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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