Tempus Wealth Planning, LLC
● SEC registered since 2016CRD 285349SEC# 801-108462Irvine, CA
Reg. AUM
$699.4M
Employees
9
Accounts
1,751
Location
Irvine, CA
Tempus Wealth Planning, LLC assets under management
Tempus Wealth Planning, LLC is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2016. It reports $699.4 million in regulatory assets under management and employs 9 people.
Tempus Wealth Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Barker White Control | Managing Member | 25-50% | 2016 |
| Stephen Michael Gilbreth Control | Chief Executive Officer/ Managing Member | 25-50% | 2016 |
| Steven Bruce Sturner Control | Managing Member & Chief Compliance Officer | 25-50% | 2016 |
Frequently asked questions
How much does Tempus Wealth Planning, LLC manage?
Tempus Wealth Planning, LLC reports $699.4 million in regulatory assets under management on its Form ADV.
How many employees does Tempus Wealth Planning, LLC have?
Tempus Wealth Planning, LLC reports 9 employees.
Where is Tempus Wealth Planning, LLC located?
Tempus Wealth Planning, LLC is based in Irvine, CA and has been SEC-registered since 2016.
Does Tempus Wealth Planning, LLC disclose fund performance?
Tempus Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618 |
| Phone | 949-393-2525 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$699.4M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$699.4Mregulatory AUM
Discretionary $668.6MNon-discretionary $30.8M