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Building 2TEMPUS WEALTH PLANNING, LLC

Map pinIRVINE, CA
Phone949-393-2525
NotebookSEC #801-108462
Total AUM
$699.4M
Employees
9
Clients
684

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SPECTRUM CENTER DRIVE
SUITE 1070
IRVINE
CA 92618
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
949-393-2525

ReceiptFinancials

Total AUM
$699.4M
Accounts
1,751
Discretionary
$668.6M
Accounts
1,662
Non-Discretionary
$30.8M
Accounts
89

ContactClients

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Individual Clients
401
AUM
$115.5M
HNW Individual Clients
282
AUM
$555M
Pension/Profit Sharing Plan Clients
1
AUM
$28.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIIDLANCNJORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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