{"url":"https://nivawealth.com/firms/templer-wealth-management-305972","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305972","regulatoryAum":102919045,"crd":"305972","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5374164","suffix":null,"lastName":"TEMPLER","firstName":"TRENT","middleName":"JAMES"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136275","legalName":"Templer Wealth Management, LLC","displayName":"Templer Wealth Management","slug":"templer-wealth-management-305972","website":"https://templerwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/305972/7d397c17685cbaaa-r1.webp","tone":"light","width":1077,"height":200,"sourceUrl":"https://www.templerwealth.com","sourceLabel":"Templer Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/templerwealth","founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8000 Towers Crescent DR., Suite 1350","city":"Vienna","state":"VA","stateName":"Virginia","country":"United States","postalCode":"22182"},"tradeNames":[],"registration":{"secApproved":"15 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2339069.2045454546,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":102919045,"discretionary":102919045,"discretionaryAccounts":181,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":10,"regulatoryAum":5700733},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":97218312}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":3000000,"pct":0.75,"from":1000000},{"to":5000000,"pct":0.5,"from":3000000},{"to":10000000,"pct":0.4,"from":5000000},{"to":null,"pct":0.25,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041504","versionId":1041504,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-15","documentName":"FORM ADV PART 2","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041504","versionId":1041504,"submittedOn":"2026-04-15","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:28:22.067505+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041504","versionId":1041504,"submittedOn":"2026-04-15"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":100877039}],"custodyNote":"Templer Wealth Management has custody of $19.8M in client assets for 17 clients.","otherCustodians":[],"leadership":[{"name":"Trent Templer","title":"President, Managing Member & Chief Compliance Officer","crd":"5374164"}],"ownership":[{"label":"Trent Templer","detail":"President, managing member & chief compliance officer in the 75% or more ownership band and a control person, since September 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"8000 Towers Crescent DR., Suite 1350","city":"Vienna","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-927-4126","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":97}],"privateFunds":0},"sources":{"adv1FilingDate":"17 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305972/PDF/305972.pdf","brochureDate":"15 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041504","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Templer Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Templer Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Templer Wealth Management charge?","answer":"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.","source":"FORM ADV PART 2, filed 15 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Templer Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Templer Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Templer Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Templer Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Templer Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Templer Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}