Tempus Wealth Planning, LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 285349
- Registered since
- November 7, 2016
- Website
- tempuswp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.36%
- Individuals16.51%
- Pension & Profit Sharing Plans4.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tempus Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm is owner-operated and focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its billing options include a percentage of assets under management as well as hourly and fixed-fee arrangements. Tempus does not identify as an ESG-focused allocator, does not operate as a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 10
Cayden Norton
Financial AdvisorCRD 7259403
Stephen Gilbreth
Managing PartnerCRD 3248269
Michael Carmo
Investment Adviser RepresentativeCRD 7970278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$407M in ETFs
62%
$253M
26%
$154M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | American Funds | Active | Large Value | $12.5M | 253,313 | 3.06% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 100 Spectrum Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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