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
30376 Esperanza, Suite 100, Rancho Santa Margarita, CA 92688
https://www.templemanwealth.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Templeman Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Templeman, financial advisor Rancho Santa Margarita CA
Michael S. Templeman
CRD#: 7346254
30376 Esperanza, Suite 100, Rancho Santa Margarita, CA 92688

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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