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TEMPUS WEALTH PLANNING, LLC
CRD 285349 · SEC 801-108462
100 SPECTRUM CENTER DRIVE, SUITE 1070, IRVINE, CA, 92618, United States
Phone
949-393-2525
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$699.4M
Discretionary AUM
$668.6M
Team
9 total employees; 9 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 401 | $115.5M |
| High net worth individuals | 282 | $555.0M |
States served
AZ, CA, ID, LA, NJ, NC, OR, PA, UT, WA, TX, HI, FL
All web addresses on file
- HTTP://WWW.TEMPUSWP.COM
- https://www.linkedin.com/in/michael-carmo
- https://www.linkedin.com/in/stevesturner/
- https://www.linkedin.com/in/daniel-carmo-27658b31/
- https://www.linkedin.com/in/stephen-gilbreth
- https://www.linkedin.com/in/jamesbwhite/
- HTTP://WWW.FACEBOOK.COM/TEMPUSWP
- https://www.linkedin.com/in/joseph-joe-szal-crpc%C2%AE-88933227/
- https://www.linkedin.com/in/haley-carmo/
- https://www.linkedin.com/in/jonathan-yoo/
- https://www.linkedin.com/in/caydennorton/
- https://www.linkedin.com/in/gary-hitzler-20926650/
Official SEC filing: View on IAPD