Templer Wealth Management, LLC: new SEC registration, $103M AUM, Vienna, VA
Templer Wealth Management, LLC (Vienna, Virginia): new SEC registration, $103M AUM, Vienna, VA. Its amount of 103 is below the median of 134 (14th percentile). Dated 174 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 103 · 14th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Templer Wealth Management, LLC |
| Legal name | Templer Wealth Management, LLC |
| CRD | 305972 |
| Status | Approved |
| Registered with the SEC | 2026-05-15 |
| Latest Form ADV filing | 2026-04-17 |
| Location | Vienna, VA, United States |
| Regulatory AUM | $102,919,045 |
| Accounts | 181 |
| Employees | 1 |
| Website | https://www.linkedin.com/company/templerwealth |
| amount percentile | 14th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Templer Wealth Management, LLC and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Templer Wealth Management, LLC's amount: 14th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $103M under management.
- Website on file.
What is the NewRiaPulse record for Templer Wealth Management, LLC in Vienna, Virginia?
Templer Wealth Management, LLC received SEC registration as an investment adviser (2026-05-15) with $102,919,045 in regulatory assets under management, based in Vienna, VA.
How does Templer Wealth Management, LLC compare to other Virginia NewRiaPulse records?
Its amount of 103 is below the median (14th percentile); smaller records often move faster and face less competition. It is 174 days old; check the official source for later updates before acting.
Templer Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Templer Wealth Management, LLC | Vienna, VA | 103 | 14th | 2026-05-15 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.