Hedge Fund Database

TEMPUS WEALTH PLANNING, LLC

Adviser information for TEMPUS WEALTH PLANNING, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,341 $334.6M
Non-Discretionary 313 $65.9M
Total 1,654 $400.5M

Clients

Type Number RAUM
Individuals 252 $80.7M
HNW Individuals 367 $317.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $2.4M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 4
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-108462
SEC ERA File Number 801-108462
SEC CIK Numbers 1806428
SEC CRD Numbers 285349
Legal Entity Identifier None

Principal Office

100 SPECTRUM CENTER DRIVE
SUITE 1070
IRVINE
CA
United States
Monday - Friday, 9AM - 4PM
Tel: 949-393-2525, Fax: None

Websites

www.linkedin.com/in/jeremyportnoff/ www.linkedin.com/in/christensengreg/ www.tempuswp.com www.linkedin.com/in/jonathan-yoo-135aa845/ www.linkedin.com/in/jamesbwhite/ www.linkedin.com/in/stevesturner/ www.linkedin.com/in/daniel-carmo-27658b31/ www.linkedin.com/in/stephen-gilbreth www.facebook.com/tempuswp www.linkedin.com/in/joseph-joe-szal-crpc%c2%ae-88933227/ www.linkedin.com/in/russblahetka/ www.linkedin.com/in/haley-carmo/ www.linkedin.com/in/jonathan-yoo/ www.linkedin.com/in/caydennorton/ www.linkedin.com/in/gary-hitzler-20926650/

Chief Compliance Officer

STEVEN STURNER
MANAGING PARNTER
100 SPECTRUM CENTER DRIVE
SUITE 1070
IRVINE
CA
United States
Tel: 949-420-9199
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITE, JAMES, BARKER Individual – MANAGING MEMBER 10/2016 25-50%
GILBRETH, STEPHEN, MICHAEL Individual – MANAGING MEMBER 10/2016 25-50%
STURNER, STEVEN, BRUCE Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/2016 25-50%

No. Employees, Historic

2010020192020202120222023202420254 on 5/10/20194 on 6/27/20194 on 9/5/20194 on 1/31/20206 on 3/17/20206 on 5/12/20206 on 6/24/20206 on 3/26/20216 on 4/23/20216 on 7/9/20217 on 3/23/20227 on 3/25/20227 on 8/23/202210 on 3/28/202311 on 4/11/202311 on 4/17/202311 on 3/20/2024

RAUM, Historic

500M250M02019202020212022202320242025100148092 on 5/10/2019100148092 on 6/27/2019100148092 on 9/5/2019100148092 on 1/31/2020155138706 on 3/17/2020155138706 on 5/12/2020155138706 on 6/24/2020162726732 on 3/26/2021162726732 on 4/23/2021162726732 on 7/9/2021247951298 on 3/23/2022247951298 on 3/25/2022247951298 on 8/23/2022312385501 on 3/28/2023312385501 on 4/11/2023312385501 on 4/17/2023400480124 on 3/20/2024

No. Clients, Historic

70035002019202020212022202320242025201 on 5/10/2019201 on 6/27/2019201 on 9/5/2019201 on 1/31/2020286 on 3/17/2020286 on 5/12/2020286 on 6/24/2020290 on 3/26/2021290 on 4/23/2021290 on 7/9/2021379 on 3/23/2022379 on 3/25/2022379 on 8/23/2022567 on 3/28/2023567 on 4/11/2023567 on 4/17/2023619 on 3/20/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 492K 3K –
ADOBE INC COM 209K 377 –
ADVANCED MICRO DEVICES INC COM 631K 4K –
ALPHABET INC CAP STK CL A 2M 12K –
ALPHABET INC CAP STK CL C 605K 3K –
ALPS ETF TR CLEAN ENERGY 222K 8K –
ALTISOURCE PORTFOLIO SOLNS S REG SHS 21K 15K –
AMAZON COM INC COM 3M 15K –
AMDOCS LTD SHS 331K 4K –
AMGEN INC COM 2M 5K –
AMPLIFY ETF TR AMPLIFY ALTERNAT 215K 65K –
AMPLIFY ETF TR AMPLIFY MOBILE P 234K 5K –
AMPLIFY ETF TR CWP ENHANCED DIV 200K 5K –
APOLLO GLOBAL MGMT INC COM 874K 7K –
APPLE INC COM 7M 34K –
APPLIED MATLS INC COM 888K 4K –
AT&T INC COM 308K 16K –
BANK AMERICA CORP COM 1M 32K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 857K 2K –
BLACKROCK ETF TRUST US CARBON TRANS 372K 6K –
BLACKROCK ETF TRUST US EQT FACTOR 472K 10K –
BLACKROCK INNOVATION AND GRW SHS BEN INT 76K 11K –
BLACKROCK MUNIHLDNGS CALI QL COM 263K 24K –
BLOCK INC CL A 348K 5K –
BOEING CO COM 1M 6K –
BRISTOL-MYERS SQUIBB CO COM 640K 15K –
BROADCOM INC COM 268K 167 –
CAMBRIA ETF TR GLB MOMENT ETF 305K 11K –
CANADIAN NATL RY CO COM 815K 7K –
CAPITAL GROUP CORE BALANCED SHS 2M 69K –
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 916K 28K –
CAPITAL GROUP DIVIDEND GROWE SHS ETF 1M 43K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 2M 46K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 507K 17K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 1M 40K –
CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 361K 14K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 508K 23K –
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 1M 54K –
CAPITAL GRP FIXED INCM ETF T SHORT DURATION M 229K 9K –
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 346K 13K –
CHEVRON CORP NEW COM 554K 4K –
CISCO SYS INC COM 919K 19K –
COCA COLA CO COM 240K 4K –
COGNIZANT TECHNOLOGY SOLUTIO CL A 328K 5K –
CONOCOPHILLIPS COM 347K 3K –
CONSTELLATION BRANDS INC CL A 444K 2K –
COSTCO WHSL CORP NEW COM 1M 1K –
CVS HEALTH CORP COM 255K 4K –
DIGITAL RLTY TR INC COM 219K 1K –
DISNEY WALT CO COM 1M 14K –
DLOCAL LTD CLASS A COM 131K 16K –
DRAFTKINGS INC NEW COM CL A 834K 22K –
EBAY INC. COM 384K 7K –
ELI LILLY & CO COM 2M 2K –
ENERGY TRANSFER L P COM UT LTD PTN 190K 12K –
EXXON MOBIL CORP COM 643K 6K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 254K 5K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 260K 1K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 475K 9K –
FORD MTR CO DEL COM 219K 17K –
FRANCO NEV CORP COM 460K 4K –
GE AEROSPACE COM NEW 15M 91K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 2M 31K –
GE VERNOVA INC COM 4M 23K –
GENERAL MLS INC COM 217K 3K –
GLOBAL X FDS RENEWABLE ENERGY 411K 41K –
GSK PLC SPONSORED ADR 217K 6K –
HALEON PLC SPON ADS 474K 57K –
HENRY SCHEIN INC COM 295K 5K –
HERSHEY CO COM 953K 5K –
HOME DEPOT INC COM 701K 2K –
HONEYWELL INTL INC COM 2M 7K –
HUNT J B TRANS SVCS INC COM 945K 6K –
INDIE SEMICONDUCTOR INC CLASS A COM 138K 22K –
INTEL CORP COM 325K 11K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 312K 13K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 1M 21K –
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 1M 10K –
INVESCO QQQ TR UNIT SER 1 4M 8K –
ISHARES INC CORE MSCI EMKT 405K 8K –
ISHARES INC ESG AWR MSCI EM 205K 6K –
ISHARES TR 1 3 YR TREAS BD 239K 3K –
ISHARES TR 20 YR TR BD ETF 960K 10K –
ISHARES TR AGGRES ALLOC ETF 997K 13K –
ISHARES TR BLACKROCK ULTRA 5M 107K –
ISHARES TR CONSER ALLOC ETF 212K 6K –
ISHARES TR CORE DIVID ETF 844K 19K –
ISHARES TR CORE MSCI EAFE 289K 4K –
ISHARES TR CORE S&P MCP ETF 413K 7K –
ISHARES TR CORE S&P SCP ETF 609K 6K –
ISHARES TR CORE S&P500 ETF 6M 12K –
ISHARES TR CORE TOTAL USD 2M 46K –
ISHARES TR CORE US AGGBD ET 400K 4K –
ISHARES TR EAFE GRWTH ETF 993K 10K –
ISHARES TR EAFE VALUE ETF 1M 21K –
ISHARES TR ESG ADV TTL USD 233K 5K –
ISHARES TR ESG AWR MSCI USA 2M 17K –
ISHARES TR ESG AWR US AGRGT 1M 29K –
ISHARES TR ESG AWRE USD ETF 294K 13K –
ISHARES TR ESG MSCI USA ETF 353K 8K –
ISHARES TR EXPANDED TECH 301K 3K –
ISHARES TR GRWT ALLOCAT ETF 707K 13K –
ISHARES TR IBOXX INV CP ETF 761K 7K –
ISHARES TR ISHARES SEMICDTR 238K 963 –
ISHARES TR MBS ETF 934K 10K –
ISHARES TR MODERT ALLOC ETF 355K 8K –
ISHARES TR MSCI KLD400 SOC 1M 13K –
ISHARES TR MSCI USA MIN VOL 295K 4K –
ISHARES TR MSCI USA QLT FCT 846K 5K –
ISHARES TR NATIONAL MUN ETF 211K 2K –
ISHARES TR PFD AND INCM SEC 218K 7K –
ISHARES TR RUSSELL 2000 ETF 436K 2K –
ISHARES TR S&P 500 GRWT ETF 413K 4K –
ISHARES TR S&P 500 VAL ETF 309K 2K –
ISHARES TR SELECT DIVID ETF 2M 16K –
ISHARES TR TIPS BD ETF 204K 2K –
ISHARES TR U.S. TECH ETF 2M 17K –
ISHARES TR US TREAS BD ETF 574K 25K –
JOHNSON & JOHNSON COM 1M 8K –
JPMORGAN CHASE & CO. COM 2M 10K –
KINDER MORGAN INC DEL COM 240K 12K –
LABCORP HOLDINGS INC COM SHS 355K 2K –
LOCKHEED MARTIN CORP COM 364K 780 –
MASTERCARD INCORPORATED CL A 319K 724 –
MCDONALDS CORP COM 307K 1K –
MCKESSON CORP COM 210K 360 –
MEDTRONIC PLC SHS 219K 3K –
MERCK & CO INC COM 757K 6K –
META PLATFORMS INC CL A 1M 3K –
METLIFE INC COM 262K 4K –
MICROSOFT CORP COM 9M 21K –
MONDELEZ INTL INC CL A 222K 3K –
NANO X IMAGING LTD ORD SHS 858K 117K –
NIKE INC CL B 299K 4K –
NVIDIA CORPORATION COM 9M 71K –
ORACLE CORP COM 2M 13K –
PACER FDS TR TRENDP US LAR CP 502K 10K –
PACER FDS TR TRENDPILOT 100 463K 6K –
PAYPAL HLDGS INC COM 554K 10K –
PDS BIOTECHNOLOGY CORP COM 55K 19K –
PEPSICO INC COM 1M 8K –
PFIZER INC COM 495K 18K –
PIMCO HIGH INCOME FD COM SHS 123K 26K –
PROCTER AND GAMBLE CO COM 210K 1K –
PROSHARES TR S&P 500 DV ARIST 388K 4K –
PROSHARES TR S&P MDCP 400 DIV 889K 12K –
PROSHARES TR ULTRAPRO QQQ 735K 10K –
QUALCOMM INC COM 324K 2K –
ROCKWELL AUTOMATION INC COM 1M 5K –
ROYAL CARIBBEAN GROUP COM 810K 5K –
RTX CORPORATION COM 717K 7K –
SALESFORCE INC COM 282K 1K –
SCHWAB CHARLES CORP COM 423K 6K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 529K 20K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 364K 12K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 1M 42K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 3M 40K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 411K 7K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 77K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 555K 16K –
SCHWAB STRATEGIC TR SHT TM US TRES 717K 15K –
SCHWAB STRATEGIC TR US AGGREGATE B 6M 127K –
SCHWAB STRATEGIC TR US LCAP GR ETF 3M 29K –
SCHWAB STRATEGIC TR US LRG CAP ETF 5M 80K –
SCHWAB STRATEGIC TR US REIT ETF 1M 55K –
SCHWAB STRATEGIC TR US SML CAP ETF 798K 17K –
SCHWAB STRATEGIC TR US TIPS ETF 216K 4K –
SELECT SECTOR SPDR TR ENERGY 236K 3K –
SELECT SECTOR SPDR TR FINANCIAL 490K 12K –
SELECT SECTOR SPDR TR SBI CONS DISCR 507K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 202K 1K –
SNAP ON INC COM 542K 2K –
SOFI TECHNOLOGIES INC COM 104K 16K –
SPDR GOLD TR GOLD SHS 461K 2K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 277K 8K –
SPDR INDEX SHS FDS S&P NORTH AMER 565K 10K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
SPDR SER TR BLOOMBERG 1-3 MO 8M 89K –
SPDR SER TR BLOOMBERG EMERGI 1M 51K –
SPDR SER TR BLOOMBERG INTL 1M 40K –
SPDR SER TR PORTFOLI S&P1500 6M 91K –
SPDR SER TR PORTFOLIO AGRGTE 3M 108K –
SPDR SER TR PORTFOLIO LN TSR 2M 59K –
SPDR SER TR PORTFOLIO S&P500 2M 30K –
SPDR SER TR PORTFOLIO SH TSR 2M 82K –
SPDR SER TR PRTFLO S&P500 GW 1M 14K –
SPDR SER TR PRTFLO S&P500 VL 762K 16K –
SPDR SER TR S&P BIOTECH 262K 3K –
STARBUCKS CORP COM 358K 5K –
TARGET CORP COM 2M 11K –
TESLA INC COM 2M 8K –
TJX COS INC NEW COM 1M 11K –
UNITEDHEALTH GROUP INC COM 399K 784 –
VANGUARD INDEX FDS GROWTH ETF 288K 770 –
VANGUARD INDEX FDS SMALL CP ETF 287K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 9K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 302K 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 5M 26K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 13K –
VANGUARD WORLD FD INF TECH ETF 290K 503 –
VERIZON COMMUNICATIONS INC COM 1M 34K –
VISA INC COM CL A 750K 3K –
WALMART INC COM 2M 24K –
WASTE MGMT INC DEL COM 1M 5K –
WISDOMTREE TR US QTLY DIV GRT 955K 12K –
WYNN RESORTS LTD COM 833K 9K –