Tempus Wealth Planning LLC

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Assets, Funds, Holdings

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Tempus Wealth Planning LLC
CRD #285349
SEC #801-108462
CIK #0001806428
AUM $312.4 MM (2023-03-28)
Employees 10 (100% Investors, 0% Brokers)
Phone949-393-2525
Address100 Spectrum Center Drive
Irvine, CA 92618
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002010201420192024
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 ($MM)
2502001501005002019202020222024
AUM Breakdown Accounts AUM ($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
13F-HR [0001806428]
Comparable Firms State AUM ($BB)
Astoria Portfolio Advisors LLC
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
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