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TEMPLEMAN WEALTH MANAGEMENT INC.

Advisory

RANCHO SANTA MARGARITA, CA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,418

of 5,480 advisers by AUM

Average account

$1M

across 49 accounts

AUM per adviser

$52M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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