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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tempo Wealth LLC
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| CRD # | 336316 |
| SEC # | 801-132895 |
| CIK # | |
| AUM | $216.0 M (2025-07-09) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 440-665-2383 |
| Address | 3468 Mass Dr Avon, OH 44011 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 112 | 216.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 440 | 216.0 |
| By Discretionary | ||
| Discretionary | 440 | 216.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 440 | 216.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.0 | |
| Total | 440 | 216.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Variant Private Wealth LLC
✚
|
VA | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Waycross Investment Management Company
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|
WA | 0.2 |
|
Deane Retirement Strategies Inc
✚
|
LA | 0.2 |
|
Chancellor Financial Group LP
✚
|
PA | 0.2 |
|
Wealth Advisors Group LLC
✚
|
IA | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
McBroom & Associates LLC
✚
|
NV | 0.2 |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 0.2 |