Tempus Wealth Planning, LLC
Tempus Wealth Planning, LLC is an SEC-registered wealth manager in Irvine, CA with $699.4M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Tempus Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285349, SEC 801-108462, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $699.4M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 9
- Clients
- 683
- CRD
- 285349
- Ownership
- WHITE, JAMES, BARKER; GILBRETH, STEPHEN, MICHAEL; STURNER, STEVEN, BRUCE
How much AUM does Tempus Wealth Planning, LLC have?
Tempus Wealth Planning, LLC reported $699.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Tempus Wealth Planning, LLC?
Disclosed owners and executives of Tempus Wealth Planning, LLC include WHITE, JAMES, BARKER, GILBRETH, STEPHEN, MICHAEL, STURNER, STEVEN, BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.