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, individual-owned RIA that provides financial planning and discretionary portfolio management to individuals, families and small businesses. The firm is SEC-registered (registration in 2016) and charges clients via a mix of asset-based fees, hourly fees and fixed-fee arrangements. Its advisory scope includes comprehensive financial planning and portfolio management for both individual clients and institutional or business accounts. Tempus does not identify as an active ESG investor and is not organized as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
James White
Managing Partner, Financial AdvisorCRD 4382100
Stephen Gilbreth
Managing PartnerCRD 3248269
Jonathan Yoo
Operations ManagerCRD 6617416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$414M in ETFs
59%
$245M
27%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF (SCHZ) | Schwab | Passive | Intermediate Core Bond | $12.9M | 582,814 | 3.11% |
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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