Templeman Wealth Management Inc.

Overview

Templeman Wealth Management Inc. is an independently owned registered investment advisor focused on individual and family clients, with services extending to small-business portfolio management. The firm is structured as a corporation with a single individual owner and bills clients through a mix of percentage-of-assets and hourly fees. Core advisory offerings listed include financial planning and discretionary portfolio management. The firm does not self-identify as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. It maintains at least one professional affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices