| 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 |
Tempus Wealth Planning, LLC reports $506.5 million in regulatory assets under management on its Form ADV.
Tempus Wealth Planning, LLC reports 9 employees.
Tempus Wealth Planning, LLC is based in Irvine, CA and has been SEC-registered since 2016.
Tempus Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $478.9M |
| Non-discretionary | $27.6M |
| Total (RAUM) | $506.5M |