TEMPUS WEALTH PLANNING, LLC
CRD #285349 SEC #801-108462 IRVINE, CA 949-393-2525
SEC Registered
Total AUM
$506.5M
Discretionary
$478.9M
Employees
9
Clients
10
Accounts
1,620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $506.5M | $478.9M | $27.6M | 9 | 5 |
| Nov 2024 | $400.5M | $334.6M | $65.9M | 11 | 4 |
| Oct 2024 | $400.5M | $334.6M | $65.9M | 11 | 4 |
| Oct 2024 | $400.5M | $334.6M | $65.9M | 11 | 4 |
| Mar 2024 | $400.5M | $334.6M | $65.9M | 11 | 4 |
| Apr 2023 | $312.4M | $281.6M | $30.8M | 11 | 3 |
| Apr 2023 | $312.4M | $281.6M | $30.8M | 11 | 3 |
| Mar 2023 | $312.4M | $281.6M | $30.8M | 10 | 3 |
| Aug 2022 | $248M | $188.4M | $59.5M | 7 | 4 |
| Mar 2022 | $248M | $188.4M | $59.5M | 7 | 4 |
| Mar 2022 | $248M | $188.4M | $59.5M | 7 | 4 |
| Jul 2021 | $162.7M | $119.7M | $43.1M | 6 | 4 |
| Apr 2021 | $162.7M | $119.7M | $43.1M | 6 | 4 |
| Mar 2021 | $162.7M | $119.7M | $43.1M | 6 | 4 |
| Jun 2020 | $155.1M | $114.4M | $40.8M | 6 | 13 |
| May 2020 | $155.1M | $114.4M | $40.8M | 6 | 13 |
| Mar 2020 | $155.1M | $114.4M | $40.8M | 6 | 13 |
| Jan 2020 | $100.1M | $62.6M | $37.5M | 4 | 2 |
| Sep 2019 | $100.1M | $62.6M | $37.5M | 4 | 2 |
| Jun 2019 | $100.1M | $62.6M | $37.5M | 4 | 2 |
| May 2019 | $100.1M | $62.6M | $37.5M | 4 | 2 |
| Mar 2019 | $100.1M | $62.6M | $37.5M | 4 | 2 |
| Oct 2018 | $107.3M | $70.1M | $37.2M | 4 | 0 |
| Aug 2018 | $107.3M | $70.1M | $37.2M | 4 | 0 |
| Mar 2018 | $107.3M | $70.1M | $37.2M | 4 | 0 |
| Oct 2017 | $103.2M | $72.5M | $30.7M | 4 | 0 |
| Oct 2017 | $103.2M | $72.5M | $30.7M | 4 | 0 |
| Aug 2017 | $101.5M | $70M | $31.5M | 4 | 0 |
| May 2017 | $101.5M | $70M | $31.5M | 4 | 0 |
| Apr 2017 | $101.5M | $70M | $31.5M | 4 | 0 |
| Mar 2017 | $80M | $62M | $18M | 4 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
| Nov 2016 | $0 | $0 | $0 | 3 | 0 |
| Nov 2016 | $0 | $0 | $0 | 3 | 0 |
| Oct 2016 | $0 | $0 | $0 | 3 | 0 |
| Sep 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$506.5M
Discretionary$478.9M
Non-Disc.$27.6M
Employees9
Clients5
DateNov 2024
Total AUM$400.5M
Discretionary$334.6M
Non-Disc.$65.9M
Employees11
Clients4
DateOct 2024
Total AUM$400.5M
Discretionary$334.6M
Non-Disc.$65.9M
Employees11
Clients4
DateOct 2024
Total AUM$400.5M
Discretionary$334.6M
Non-Disc.$65.9M
Employees11
Clients4
DateMar 2024
Total AUM$400.5M
Discretionary$334.6M
Non-Disc.$65.9M
Employees11
Clients4
DateApr 2023
Total AUM$312.4M
Discretionary$281.6M
Non-Disc.$30.8M
Employees11
Clients3
DateApr 2023
Total AUM$312.4M
Discretionary$281.6M
Non-Disc.$30.8M
Employees11
Clients3
DateMar 2023
Total AUM$312.4M
Discretionary$281.6M
Non-Disc.$30.8M
Employees10
Clients3
DateAug 2022
Total AUM$248M
Discretionary$188.4M
Non-Disc.$59.5M
Employees7
Clients4
DateMar 2022
Total AUM$248M
Discretionary$188.4M
Non-Disc.$59.5M
Employees7
Clients4
DateMar 2022
Total AUM$248M
Discretionary$188.4M
Non-Disc.$59.5M
Employees7
Clients4
DateJul 2021
Total AUM$162.7M
Discretionary$119.7M
Non-Disc.$43.1M
Employees6
Clients4
DateApr 2021
Total AUM$162.7M
Discretionary$119.7M
Non-Disc.$43.1M
Employees6
Clients4
DateMar 2021
Total AUM$162.7M
Discretionary$119.7M
Non-Disc.$43.1M
Employees6
Clients4
DateJun 2020
Total AUM$155.1M
Discretionary$114.4M
Non-Disc.$40.8M
Employees6
Clients13
DateMay 2020
Total AUM$155.1M
Discretionary$114.4M
Non-Disc.$40.8M
Employees6
Clients13
DateMar 2020
Total AUM$155.1M
Discretionary$114.4M
Non-Disc.$40.8M
Employees6
Clients13
DateJan 2020
Total AUM$100.1M
Discretionary$62.6M
Non-Disc.$37.5M
Employees4
Clients2
DateSep 2019
Total AUM$100.1M
Discretionary$62.6M
Non-Disc.$37.5M
Employees4
Clients2
DateJun 2019
Total AUM$100.1M
Discretionary$62.6M
Non-Disc.$37.5M
Employees4
Clients2
DateMay 2019
Total AUM$100.1M
Discretionary$62.6M
Non-Disc.$37.5M
Employees4
Clients2
DateMar 2019
Total AUM$100.1M
Discretionary$62.6M
Non-Disc.$37.5M
Employees4
Clients2
DateOct 2018
Total AUM$107.3M
Discretionary$70.1M
Non-Disc.$37.2M
Employees4
Clients0
DateAug 2018
Total AUM$107.3M
Discretionary$70.1M
Non-Disc.$37.2M
Employees4
Clients0
DateMar 2018
Total AUM$107.3M
Discretionary$70.1M
Non-Disc.$37.2M
Employees4
Clients0
DateOct 2017
Total AUM$103.2M
Discretionary$72.5M
Non-Disc.$30.7M
Employees4
Clients0
DateOct 2017
Total AUM$103.2M
Discretionary$72.5M
Non-Disc.$30.7M
Employees4
Clients0
DateAug 2017
Total AUM$101.5M
Discretionary$70M
Non-Disc.$31.5M
Employees4
Clients0
DateMay 2017
Total AUM$101.5M
Discretionary$70M
Non-Disc.$31.5M
Employees4
Clients0
DateApr 2017
Total AUM$101.5M
Discretionary$70M
Non-Disc.$31.5M
Employees4
Clients0
DateMar 2017
Total AUM$80M
Discretionary$62M
Non-Disc.$18M
Employees4
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0