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Building 2TEMPLER WEALTH MANAGEMENT, LLC

Map pinVIENNA, VA
Phone703-927-4126
NotebookSEC #801-136275
Total AUM
$102.9M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 TOWERS CRESCENT DR.
SUITE 1350
VIENNA
VA 22182
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
703-927-4126
Other Offices
1

ReceiptFinancials

Total AUM
$102.9M
Accounts
181
Discretionary
$102.9M
Accounts
181
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.7M
HNW Individual Clients
34
AUM
$97.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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