Trent James Templer
President, Managing Member & Chief Compliance OfficerTempler Wealth Management, LLCCRD 5374164
About Trent James Templer
Trent James Templer is listed as President, Managing Member & Chief Compliance Officer at Templer Wealth Management, LLC in Vienna, VA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Templer Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Trent James Templer work?
Trent James Templer is listed as President, Managing Member & Chief Compliance Officer at Templer Wealth Management, LLC on SEC Form ADV.
How much of Templer Wealth Management, LLC does Trent James Templer own?
Form ADV reports a beneficial ownership band of Over 75%.
Templer Wealth Management, LLC
| Title | President, Managing Member & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |