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| Happy Holidays!! thanks for using AUM13F!! |
| Tempus Wealth Planning LLC
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| CRD # | 285349 |
| SEC # | 801-108462 |
| CIK # | 0001806428 |
| AUM | $506.5 M (2025-03-04) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 949-393-2525 |
| Address | 100 Spectrum Center Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001806428 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 22.8 | ||
| Nvidia Corp | 11.4 | ||
| GE Vernova Inc | 11.3 | ||
| Microsoft Corp | 10.8 | ||
| Apple Inc | 7.4 | ||
| Tesla Motors Inc | 5.0 | ||
| Amazon Com Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Oracle Corp | 3.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 91.9 |
| (b) Individuals (high net worth individuals) | 388 | 392.6 |
| (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 | 22.0 |
| (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 | 1,620 | 506.5 |
| By Discretionary | ||
| Discretionary | 1,528 | 478.9 |
| Non-Discretionary | 92 | 27.6 |
| Total | 1,620 | 506.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 506.0 | |
| Total | 1,620 | 506.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001806428] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McElhenny Sheffield Capital Management LLC
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|
TX | 0.5 |
|
The Central Trust Bank
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|
MO | 0.5 |
|
RTW Financial Advisors Inc
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|
TX | 0.5 |
|
Tiempo Capital Partners LLC
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|
FL | 0.5 |
|
Argonautica Private Wealth Management Inc
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|
MA | 0.5 |
|
Kelly Financial Services LLC
✚
|
MA | 0.5 |
|
Whitener Capital Management Inc
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|
NC | 0.5 |
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 0.5 |
|
Allegiance Financial Group Advisory Services LLC
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|
VA | 0.5 |
|
Mascoma Wealth Management LLC
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|
NH | 0.5 |