# Templer Wealth Management, LLC

> Templer Wealth Management, LLC is an SEC-registered investment advisory firm in Vienna, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 305972
- Filed as: TEMPLER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305972
- AdvisorCensus page: https://advisorcensus.com/firm/templer-wealth-management-llc-vienna-va-305972

## Quick answers

**How is Templer Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Templer Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Templer Wealth Management, LLC located?**
Templer Wealth Management, LLC's principal office is in Vienna, VA, according to its Form ADV.

**Is Templer Wealth Management, LLC registered with the SEC or a state?**
Templer Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305972.

**How much does Templer Wealth Management, LLC manage?**
Templer Wealth Management, LLC reports $102,919,045 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

**What types of clients does Templer Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (10).

**Which custodians does Templer Wealth Management, LLC use?**
Templer Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Templer Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305972

**Does Templer Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 15, 2026 says: "We generally require a minimum initial investment of $1,000,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we feel circumstances are warranted."

**What changed in Templer Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 15, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum initial investment of $1,000,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we feel circumstances are warranted.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $102,919,045
- Discretionary: $102,919,045
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,700,733 |
| High net worth individuals | 34 | $97,218,312 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Templer Wealth Management, LLC (CRD 305972): Form ADV filing data as of October 2026.