Tempus Wealth Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 16, 2026, reports $699M in regulatory assets under management, 9 employees, and 1,751 accounts.
Assets Under Management
$699M
Employees
9
Offices
--
Total Clients
683
Primary office
IRVINE, CA
100 SPECTRUM CENTER DRIVE, SUITE 1070, IRVINE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.7% of total clients.
Top client categories% of clientsClients
1
Individuals
58.7%
401
2
HNWI
41.3%
282
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$699Mas of March 16, 2026
Discretionary95.6%
$669M
96% of total RAUM95.6%
Non-discretionary4.4%
$31M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$699M
Total Accounts1,751
10Y AUM Change+$619M (+774.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee76:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.