TEMPERANCE WEALTH MANAGEMENT

TEMPERANCE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 334004). Regulatory assets under management: $5.4M.

Registration

• CRD: 334004
• Type: Registered investment adviser
• Phone: 214-228-5966
• Latest filing: 2026-03-26
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.2M
• Non-discretionary AUM: $189K
• Clients: 2
• Accounts: 38

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334004 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search