Templeman Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individuals and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and implements portfolios that typically use equities, mutual funds, ETFs and fixed‑income securities.
Its investment process combines fundamental, quantitative, technical and charting analysis with elements of modern portfolio theory and a long‑term trading orientation, operating under discretionary authority and quarterly account reviews. Clients receive custodian statements monthly and the firm provides semi‑annual written reports and documented risk‑tolerance levels in each client’s IPS.
The firm is affiliated with an accounting practice—the principal maintains a separate accounting business and may offer accounting advice to clients as a distinct service—and discloses ownership interests in other private businesses while stating those activities will not be sold to advisory clients. It operates as a solo advisory practice managing roughly $52 million in discretionary assets for a small client base and requires custody through Schwab Institutional.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
$330 per hour
Main office
30376 Esperanza, Suite 100
Rancho Santa Margarita CA 92688
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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