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 registered with the SEC since 2016. The firm serves individuals and families and bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Tempus does not describe itself as an active ESG investor and is not flagged as a multi-state adviser in the provided snapshot.
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 10CAYDEN 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 198Active vs passive
$344M in ETFs
64%
$219M
26%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $10.5M | 246,258 | 3.04% |
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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