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 owned by an individual and focuses on serving individual and family clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses and other business or institutional clients. Compensation methods include a percentage-of-AUM fee, plus options for hourly and fixed-fee engagements. Tempus does not operate as a capital allocator, is not positioned as an active ESG investor, and is not designated as a multi‑state adviser.
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 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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