Templer Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Templer Wealth Management reports 44 clients. They include 34 high-net-worth individuals and 10 individual clients. Of its assets, 100.0% ($103M across 181 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 6% |
| High-net-worth individuals | 77% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $5.7M | 5.5% | $570K |
| High-net-worth individuals | 34 | $97.2M | 94.5% | $2.86M |
| Total | 44 | $103M | 100% | $2.34M |
- Clients
- 10
- Regulatory AUM
- $5.7M
- AUM share
- 5.5%
- Avg. per client
- $570K
- Clients
- 34
- Regulatory AUM
- $97.2M
- AUM share
- 94.5%
- Avg. per client
- $2.86M
Total
- Clients
- 44
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- $2.34M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Templer Wealth Management charges 0.25%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M–$10M | 0.40% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are offered for a fixed fee of $2,500 to $10,000, or hourly at a rate not to exceed $300 per hour.
Trent Templer owns 75% or more of Templer Wealth Management. The leadership team of Templer Wealth Management includes President Trent Templer. It has 1 employee.
Leadership
Trent TemplerPresident, Managing Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Templer Wealth Management, LLC
Trent Templer
Control person · since September 2019
Besides its headquarters, Templer Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 8000 Towers Crescent DR., Suite 1350, ViennaHQ
Contact and registration details
- Legal name
- Templer Wealth Management, LLC
- Headquarters
- 8000 Towers Crescent DR., Suite 1350, Vienna, VA 22182
- Website
- templerwealth.com
- Phone
- 703-927-4126
- @templerwealth
- SEC file
- 801-136275
- Structure
- Virginia LLC
- Fiscal year end
- December
Templer Wealth Management uses Fidelity ($101M) as custodian for its separately managed accounts. Templer Wealth Management has custody of $19.8M in client assets for 17 clients.
- FidelityNational Financial Services LLC · Boston, MA · $101M100%
At year end, Templer Wealth Management’s separately managed accounts were mostly in funds (97%).
What the accounts hold
- Stocks2%
- Funds97%
- Bonds1%
How many clients does Templer Wealth Management have?
Templer Wealth Management has 44 clients and manages $103 million for them, as of April 2026. They include 34 high-net-worth individuals and 10 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026
What services does Templer Wealth Management offer?
Templer Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Templer Wealth Management charge?
Templer Wealth Management charges 0.25%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Templer Wealth Management use?
Templer Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026
How many financial advisors does Templer Wealth Management have?
Templer Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Templer Wealth Management invest in?
At the end of its last fiscal year, Templer Wealth Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Templer Wealth Management?
Templer Wealth Management’s direct owner is Trent Templer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 April 2026
How does Templer Wealth Management get paid?
Templer Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Templer Wealth Management?
Templer Wealth Management’s main office is at 8000 Towers Crescent DR., Suite 1350, Vienna, VA 22182. Its phone number is 703-927-4126. Its website is templerwealth.com.