INDEPENDENCE, OHCRD 336316Latest ADV March 17, 2026
Tempo Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated March 17, 2026, reports $804M in regulatory assets under management, 12 employees, and 853 accounts.
Assets Under Management
$804M
Employees
12
Offices
--
Total Clients
853
Primary office
INDEPENDENCE, OH
6133 ROCKSIDE ROAD, BUILDING II, SUITE 400, INDEPENDENCE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.8% of total clients.
Top client categories% of clientsClients
1
HNWI
60.8%
519
2
Individuals
39.2%
334
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$804Mas of March 17, 2026
Discretionary100.0%
$804M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$804M
Total Accounts853
10Y AUM Change+$588M (+272.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee71:1
10Y Employee Change+2 (+20.0%)
* 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.