# Templeman Wealth Management

Templeman Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 312839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312839

## About

Templeman Wealth Management Inc. is a state-registered investment adviser in Rancho Santa Margarita, CA. The firm manages approximately $52 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### How does Templeman Wealth Management source proprietary deal flow?

No information exists about the firm's deal sourcing or whether it participates in direct investments, co-investments, or fund commitments. Many multi-family offices rely on networks of external managers and advisors, but without disclosed relationships or co-investor partners, Templeman's sourcing model is unknown.

### What is Templeman Wealth Management's known posture on client minimums or co-investment access?

No client minimums, co-investment opportunities, or eligibility criteria have been reported. RIA firms often require a minimum asset threshold for new clients, but without public disclosure, those thresholds are unknown. The firm's willingness to allow external co-investors alongside clients cannot be confirmed.

## Related profiles

- [Capital Group Private Client Services](https://altss.com/profile/capital-group-private-client-services-inc)
- [SC Lowy Asset Management (HK) Limited](https://altss.com/profile/sc-lowy-asset-management-hk-limited)

---

Last updated: 2026-07-06T01:24:26.687Z

Canonical page: https://altss.com/profile/templeman-wealth-management-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology