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| Tempus Wealth Planning LLC
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|---|---|
| CRD # | 285349 |
| SEC # | 801-108462 |
| CIK # | 0001806428 |
| AUM | $400.5 MM (2024-03-20) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 949-393-2525 |
| Address | 100 Spectrum Center Drive Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001806428 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| General Electric Co | 72,511.8 | 14.5 | |
| Microsoft Corp | 1,918,222.4 | 9.4 | |
| Nvidia Corp | 399,550.0 | 8.8 | |
| Apple Inc | 2,382,844.0 | 7.1 | |
| Amazon Com Inc | 1,092,997.8 | 2.9 | |
| GE Healthcare Technologies Inc | 2.4 | ||
| Trebia Acquisition Corp | 2.4 | ||
| Alphabet Inc | 1,475,138.5 | 2.2 | |
| Lilly Eli & Co | 301,789.7 | 2.1 | |
| J P Morgan Chase & Co | 340,169.2 | 1.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 80.7 |
| (b) Individuals (high net worth individuals) | 367 | 317.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,654 | 400.5 |
| By Discretionary | ||
| Discretionary | 1,341 | 334.6 |
| Non-Discretionary | 313 | 65.9 |
| Total | 1,654 | 400.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 399.7 | |
| Total | 1,654 | 400.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001806428] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Auctus Advisors LLC
✚
|
NC | 0.4 |
|
Kolinsky Wealth Management LLC
✚
|
NJ | 0.4 |
|
Shorehaven Wealth Partners LLC
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|
NJ | 0.4 |
|
Meridian Financial Partners LLC
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|
VA | 0.4 |
|
Symmetry Capital Advisors LLC
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|
TX | 0.4 |
|
Kraft Asset Management LLC
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|
TN | 0.4 |
|
Oakstreet Wealth Management Inc
✚
|
TX | 0.4 |
|
Klosters Capital LLC
✚
|
FL | 0.4 |
|
Clelland & Co Inc
✚
|
CA | 0.4 |
|
Alphamark Advisors LLC
✚
|
KY | 0.4 |