Tempus Wealth Planning, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

285349

SEC number

801-108462

Firm type

RIA

Assets under management

$699.4M as of Mar 16, 2026

Website

www.tempuswp.com ↗

Phone

949-393-2525

Address

100 Spectrum Center Drive, Irvine, CA, 92618

Advisors at this firm

10 in our index · page 1 of 1

• Daniel Louis CarmoCRD 2899002 · Irvine, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brad CotnerCRD 7885641 · Irvine, CA
  IA RegisteredRegistration inactive
• Michael Robert CarmoCRD 7970278 · Irvine, CA
  IA Registered
• Stephen Michael GilbrethCRD 3248269 · Irvine, CA
  IA RegisteredRegistration inactive
• Gary Thomas HitzlerCRD 2699379 · Irvine, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cayden NortonCRD 7259403 · Irvine, CA
  IA RegisteredRegistration inactive
• Steven Bruce SturnerCRD 2140401 · Irvine, CA
  IA RegisteredRegistration inactive
• Joseph John SzalCRD 2216245 · Irvine, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Barker WhiteCRD 4382100 · Irvine, CA
  IA RegisteredRegistration inactive
• Jonathan Y YooCRD 6617416 · Irvine, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.