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TEMPLER WEALTH MANAGEMENT, LLC

VIENNA, VA · CRD 305972 · IAPD ↗ · 703-927-4126

$102.9MRegulatory AUM
1Advisory reps
1Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — TEMPLER WEALTH MANAGEMENT, LLC (VIENNA, VA) is newly SEC-registered with $102.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.