# TEMPLEMAN WEALTH MANAGEMENT INC.

TEMPLEMAN WEALTH MANAGEMENT INC. of RANCHO SANTA MARGARITA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 312839
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312839/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312839/similar
- Related entities: https://search.stillhousedata.com/firm/312839/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312839

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.