TEMPLEMAN WEALTH MANAGEMENT INC.

TEMPLEMAN WEALTH MANAGEMENT INC. of RANCHO SANTA MARGARITA, CA is an SEC-registered investment adviser (CRD 312839). Regulatory assets under management: $52.0M.

Registration

• CRD: 312839
• Type: Registered investment adviser
• Location: 30376 ESPERANZA, RANCHO SANTA MARGARITA, CA, 92688
• Phone: 949-766-1200
• Latest filing: 2026-07-09
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 2
• Accounts: 49

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 312839 on SEC IAPD (source of record)
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