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TEMPLEMAN WEALTH MANAGEMENT INC.
CRD 312839
30376 ESPERANZA, SUITE 100, RANCHO SANTA MARGARITA, CA, 92688, United States
Phone
949-766-1200
Fax
949-459-2404
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$52.0M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.6M |
| High net worth individuals | 18 | $50.4M |
All web addresses on file
Official SEC filing: View on IAPD