Trent James Templer
Investment adviser representative at Templer Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$102.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Templer Wealth Management, LLCSep 2019 to now
- Sentinel Wealth Management, Inc.Jun 2015 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Templer Wealth Management, LLC
$102.9MAssets managed
44Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5374164
- Firm CRD
- 305972