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TEMPO WEALTH
TEMPO WEALTH, LLC
CRD 336316 · SEC 801-132895
6133 ROCKSIDE ROAD, BUILDING II, SUITE 400, INDEPENDENCE, OH, 44131, United States
Phone
440-568-3676
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$804.3M
Discretionary AUM
$804.3M
Team
12 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 334 | $131.9M |
| High net worth individuals | 519 | $672.3M |
States served
CA, CO, DC, GA, IL, IN, KY, LA, MD, MI, MS, NE, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD