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TEMPLER WEALTH MANAGEMENT, LLC

CRD 305972 · SEC 801-136275

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8000 TOWERS CRESCENT DR., SUITE 1350, VIENNA, VA, 22182, United States

Phone

703-927-4126

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$102.9M

Discretionary AUM

$102.9M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$5.7M
High net worth individuals34$97.2M

States served

VA

All web addresses on file

Official SEC filing: View on IAPD