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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Astoria Portfolio Advisors LLC
✚
|
NY | 0.3 |
|
ACT Advisors LLC
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NC | 0.3 |
|
AG Asset Advisory LLC
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CA | 0.3 |
|
Capital Point Financial Group Ltd
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IL | 0.3 |
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Wakefield Asset Management LLLP
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CO | 0.3 |
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RJ Capital LLC
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TX | 0.3 |
|
Oak Asset Management LLC
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|
CA | 0.3 |
|
Tim Looney Investments LLC
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|
FL | 0.3 |
|
Financial Life Focus LLC
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|
NJ | 0.3 |
|
Stiles Financial Services Incorporated
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|
MN | 0.3 |