TEMPLER WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- VIENNA, Virginia
- CRD number
- 305972
- Registered since
- May 15, 2026
- Website
- www.templerwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.46%
- Individuals5.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Templer Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm provides financial planning and discretionary portfolio management geared toward individuals and small-business owners. Its compensation options include a percentage-of-assets fee, as well as hourly and fixed-fee arrangements. Templer does not identify as an active ESG investor and is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
1 of 1TRENT TEMPLER
Founder & PresidentCRD 5374164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VIENNA, VA
FAIRFAX
Location
VIENNA, VA
Headquartered in VIENNA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 8000 Towers Crescent Dr
- Time zone
- ET (UTC-5)
- Office locations
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