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| Keyboard |
| Templer Wealth Management LLC
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|
|---|---|
| CRD # | 305972 |
| SEC # | 801-136275 |
| CIK # | |
| AUM | 102.9 M (2026-04-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 703-927-4126 |
| Address | 8000 Towers Crescent Dr Vienna, VA 22182 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.7 |
| (b) Individuals (high net worth individuals) | 34 | 97.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 102.9 |
| By Discretionary | ||
| Discretionary | 181 | 102.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 181 | 102.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.9 | |
| Total | 181 | 102.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Advocacy Financial LLC
✚
|
LA | 103.4 M |
|
Reitz Capital Advisors LLC
✚
|
MI | 103.4 M |
|
Butterworth Financial LLC
✚
|
MA | 103.3 M |
|
Allridge Wealth Management PC
✚
|
VA | 103.3 M |
|
Abundant Wealth Partners LLC
✚
|
CA | 103.2 M |
|
First Financial Services LLC
✚
|
AR | 103.2 M |
|
Ironhorn Advisors LLC
✚
|
TX | 103.0 M |
|
Needham R B Advisory Corp
✚
|
MA | 102.4 M |
|
Capstone Wealth Advisors LLC
✚
|
OR | 102.4 M |
|
Domestique Capital LLC
✚
|
102.4 M |