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TEMPUS WEALTH PLANNING, LLC

IRVINE, CA · CRD 285349 · IAPD ↗ · tempuswp.com · 949-393-2525

$699.4MRegulatory AUM
9Advisory reps
9Employees
5Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TEMPUS WEALTH PLANNING, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — TEMPUS WEALTH PLANNING, LLC reported RAUM up 38% ($506.5M -> $699.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2025 — TEMPUS WEALTH PLANNING, LLC notice-filed in NC, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — TEMPUS WEALTH PLANNING, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
March 2025 — TEMPUS WEALTH PLANNING, LLC crossed $500M in regulatory AUM ($400.5M -> $506.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — TEMPUS WEALTH PLANNING, LLC reported RAUM up 28% ($312.4M -> $400.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.