{
  "crd_number": 334004,
  "slug": "temperance-wealth-management-atlanta-ga-334004",
  "primary_business_name": "TEMPERANCE WEALTH MANAGEMENT",
  "legal_name": "TEMPERANCE FINANCIAL SERVICES, LTD. CO",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-01-29",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 5398546.0,
  "raum_discretionary": 5210000.0,
  "raum_non_discretionary": 188546.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1039235.0,
      "count": 16
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 4359311.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://linkedin.com/company/temperance-wealth-management",
    "https://temperance-wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334004",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/temperance-wealth-management-atlanta-ga-334004",
  "display_name": "Temperance Wealth Management",
  "summary": "Temperance Wealth Management is a state-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Temperance Wealth Management (CRD 334004): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Temperance Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Temperance Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Temperance Wealth Management located?",
      "a": "Temperance Wealth Management's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Temperance Wealth Management registered with the SEC or a state?",
      "a": "Temperance Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334004."
    },
    {
      "q": "How much does Temperance Wealth Management manage?",
      "a": "Temperance Wealth Management reports $5,398,546 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (97% discretionary)."
    },
    {
      "q": "What types of clients does Temperance Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (2)."
    },
    {
      "q": "Does Temperance Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334004"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/temperance-wealth-management-atlanta-ga-334004.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 1039235.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4359311.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334004",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}