$5.4M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2025
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Temperance Wealth Management
Temperance Wealth Management is a Atlanta-based RIA. The firm has been operating for 1 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$234.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ISIS LASHAE WAITES
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6804210
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,210,000 | -- |
| Non-Discretionary | $188,546 | -- |
| Total | $5,398,546 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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