Templeman Wealth Management Inc.
Templeman Wealth Management Inc. (CRD# 312839) is a financial advisory firm headquartered in Rancho Santa Margarita, CA. They manage $43,107,355 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Templeman Wealth Management Inc.
By the Numbers
-
Total Assets Under Management43MILLION
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$1,051,399
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Templeman Wealth Management Inc.
1
Michael Templeman (CRD# 7346254) is an Investment Advisor Representative working at Templeman Wealth Management Inc. in Rancho Santa Margarita, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.