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Michael Scott Templeman

Templeman Wealth Management Inc.

Rancho Santa Margarita, CA

CRD 7346254

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Employer firm

Templeman Wealth Management Inc. CRD 312839

$52.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Templeman Wealth Management Inc.

30376 Esperanza Suite 100, Rancho Santa Margarita, CA 92688 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-26
CA RA APPROVED 2021-04-02
  • TX RA
    APPROVED_RES
    Since 2021-07-26
  • CA RA
    APPROVED
    Since 2021-04-02

Branch Locations

30376 Esperanza Suite 100, Rancho Santa Margarita, CA 92688 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michael S Templeman Inc. Rancho Santa Margarita CA 01/2002 Present
Templeman Wealth Management Inc. Rancho Santa Margarita CA 03/2021 Present
Other Businesses

I own 100% of T Lot Realty LLC that operates as a commercial real estate holding company and owns a single commercial office building. I own 100% of Paradigm Table Games, Inc. that licenses proprietary live table game content to casinos and also provides live table game cloth layouts for use on blackjack, roulette and craps tables.

Designations
  • Certified Financial Planner

View on SEC IAPD

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