TEMPLEMAN WEALTH MANAGEMENT INC.

Overview

Templeman Wealth Management Inc. is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm favors equities as its primary allocation, running portfolios that emphasize exchange-traded securities held on a discretionary basis. Fee arrangements combine a percentage-of-assets model with hourly consulting charges for planning or non-discretionary work. Templeman Wealth Management does not present itself as an ESG-focused manager and is not structured as a multi-state adviser. The firm’s practice appears built around personalized wealth management for a compact client base, using a mix of managed accounts and pooled vehicles to deliver equity exposure alongside income and diversification strategies. Its custodian relationship with Charles Schwab & Co., Inc. supports custody of the firm’s brokerage and retirement accounts and provides access to a broad ETF and mutual fund lineup.

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Public Holdings

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Location & Offices