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TEMPO WEALTH

INDEPENDENCE, OH · CRD 336316 · IAPD ↗ · tempowealth.com · 440-568-3676

$804.3MRegulatory AUM
5Advisory reps
12Employees
0Clients
26-50Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — TEMPO WEALTH reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — TEMPO WEALTH crossed $500M in regulatory AUM ($216.0M -> $804.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — TEMPO WEALTH moved its main office from AVON, OH to INDEPENDENCE, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
June 2025 — TEMPO WEALTH (AVON, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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