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| Tempus Wealth Planning LLC
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|---|---|
| CRD # | 285349 |
| SEC # | 801-108462 |
| CIK # | 0001806428 |
| AUM | 699.4 M (2026-03-16) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-393-2525 |
| Address | 100 Spectrum Center Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| General Electric Co | 24.9 | |
| GE Vernova Inc | 18.7 | |
| Nvidia Corp | 11.3 | |
| Apple Inc | 9.0 | |
| Microsoft Corp | 7.9 | |
| Tesla Motors Inc | 6.0 | |
| Amazon Com Inc | 4.1 | |
| Alphabet Inc | 4.1 | |
| J P Morgan Chase & Co | 3.4 | |
| Wal Mart Stores Inc | 3.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 115.5 |
| (b) Individuals (high net worth individuals) | 282 | 555.0 |
| (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 | 28.9 |
| (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 | 1,751 | 699.4 |
| By Discretionary | ||
| Discretionary | 1,662 | 668.6 |
| Non-Discretionary | 89 | 30.8 |
| Total | 1,751 | 699.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 698.9 | |
| Total | 1,751 | 699.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001806428] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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✚
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