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Tempus Wealth Planning LLC
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CRD # | 285349 |
SEC # | 801-108462 |
CIK # | 0001806428 |
AUM | $312.4 MM (2023-03-28) |
Employees | 10 (100% Investors, 0% Brokers) |
Phone | 949-393-2525 |
Address | 100 Spectrum Center Drive Irvine, CA 92618 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GE | 72,511.8 | 8.7 | |
MSFT | 1,918,222.4 | 7.3 | |
AAPL | 2,382,844.0 | 6.8 | |
SPTS | 5.6 | ||
LMT | 111,953.9 | 2.6 | |
JNJ | 465,600.2 | 2.4 | |
NVDA | 399,550.0 | 2.1 | |
VZ | 211,914.0 | 1.7 | |
JPM | 340,169.2 | 1.7 | |
PEP | 226,773.9 | 1.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 332 | 61.0 |
(b) Individuals (high net worth individuals) | 232 | 249.2 |
(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 | 2 | 2.2 |
(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 | 1 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,710 | 312.4 |
By Discretionary | ||
Discretionary | 1,453 | 281.6 |
Non-Discretionary | 257 | 30.8 |
Total | 1,710 | 312.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 312.2 | |
Total | 1,710 | 312.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001806428] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Astoria Portfolio Advisors LLC
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|
NY | 0.3 |
ACT Advisors LLC
✚
|
NC | 0.3 |
AG Asset Advisory LLC
✚
|
CA | 0.3 |
Capital Point Financial Group Ltd
✚
|
IL | 0.3 |
Wakefield Asset Management LLLP
✚
|
CO | 0.3 |
RJ Capital LLC
✚
|
TX | 0.3 |
Oak Asset Management LLC
✚
|
CA | 0.3 |
Tim Looney Investments LLC
✚
|
FL | 0.3 |
Financial Life Focus LLC
✚
|
NJ | 0.3 |
Stiles Financial Services Incorporated
✚
|
MN | 0.3 |