# Temperance Wealth Management

> 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.

- CRD: 334004
- Filed as: TEMPERANCE WEALTH MANAGEMENT
- Legal name: Temperance Financial Services, Ltd. Co
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334004
- AdvisorCensus page: https://advisorcensus.com/firm/temperance-wealth-management-atlanta-ga-334004

## Quick answers

**How is Temperance Wealth Management compensated?**
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).

**Where is Temperance Wealth Management located?**
Temperance Wealth Management's principal office is in Atlanta, GA, according to its Form ADV.

**Is Temperance Wealth Management registered with the SEC or a state?**
Temperance Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334004.

**How much does Temperance Wealth Management manage?**
Temperance Wealth Management reports $5,398,546 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (97% discretionary).

**What types of clients does Temperance Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (2).

**Does Temperance Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,398,546
- Discretionary: $5,210,000
- Non-discretionary: $188,546

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,039,235 |
| High net worth individuals | 2 | $4,359,311 |
| Banking or thrift institutions | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- temperance-wealth.com
- LinkedIn @temperance-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Temperance Wealth Management (CRD 334004): Form ADV filing data as of October 2026.