TEMPUS WEALTH PLANNING, LLC

100 Spectrum Center Drive
Suite 1070
Irvine, California 92618
Tel: 949-393-2525

About TEMPUS WEALTH PLANNING, LLC

TEMPUS WEALTH PLANNING, LLC, formally registered with the SEC as TEMPUS WEALTH PLANNING, LLC. The firm was established in 11/07/2016. They have over 1 offices throughout the country.

TEMPUS WEALTH PLANNING, LLC is a Irvine, California based Financial Planning firm with nearly $506,514,848 assets under management, offering retirement planning & investment advisory services to 1620 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285349
SEC#	801-108462
Assets Managed by Firm	$506,514,848
No. of Clients	1620
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1620	$506,514,848
Individuals (other than high net worth individuals)	263	$91,853,264
High net worth individuals	388	$392,615,745
Pension and profit sharing plans	Fewer than 5 clients	$22,045,839

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