Tempo Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Tempo Wealth reports 853 clients. They include 519 high-net-worth individuals and 334 individual clients. Of its assets, 100.0% ($804M across 853 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 16% |
| High-net-worth individuals | 61% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 334 | $132M | 16.4% | $395K |
| High-net-worth individuals | 519 | $672M | 83.6% | $1.3M |
| Total | 853 | $804M | 100% | $943K |
- Clients
- 334
- Regulatory AUM
- $132M
- AUM share
- 16.4%
- Avg. per client
- $395K
- Clients
- 519
- Regulatory AUM
- $672M
- AUM share
- 83.6%
- Avg. per client
- $1.3M
Total
- Clients
- 853
- Regulatory AUM
- $804M
- AUM share
- 100%
- Avg. per client
- $943K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Tempo Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Ongoing financial planning is a fixed fee, generally set in advance, ranging from $0 to $700 a month.
- Pension Consulting
- Pension consulting is an annual fee on plan assets, a flat fee, or both, billed quarterly in arrears.
Bernard Garrah owns 25% to 50% of Tempo Wealth. The leadership team of Tempo Wealth includes Chief Compliance Officer Corbin Blackburn. It has 12 employees, 5 of them in advisory roles.
Staff
- 12 employees
- 5 in advisory functions
- 5 state-registered reps
- 7 insurance agents
- Owns 25% to 50% of Tempo Wealth, LLC
Bernard Garrah
Control person · since March 2025
- Owns 25% to 50% of Tempo Wealth, LLC
Timothy Farley
Control person · since March 2025
- Owns 25% to 50% of Tempo Wealth, LLC
Corbin Blackburn
Control person · since March 2025
Tempo Wealth’s regulatory assets grew 3.7× from $216M (July 2025) to $804M (March 2026); clients rose from 112 to 853 and employees from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $804M | 853 | 12 | 1 |
| Jul 2025July 2025 | $216M | 112 | 10 | 1 |
Besides its headquarters, Tempo Wealth has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 6133 Rockside Road, Building II, Suite 400, IndependenceHQ
Contact and registration details
- Legal name
- Tempo Wealth, LLC
- Headquarters
- 6133 Rockside Road, Building II, Suite 400, Independence, OH 44131
- Website
- tempowealth.com
- Phone
- 440-568-3676
- @tempowealth
- SEC file
- 801-132895
- Founded
- 2025
- Structure
- Ohio LLC
- Fiscal year end
- December
Tempo Wealth’s named custodians for separately managed accounts are Charles Schwab ($729M, 96%), Nationwide Securities ($30.9M, 4%) and Altruist ($1.14M, 0%). Tempo Wealth has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $729M96%
- Nationwide SecuritiesNationwide Securities, LLC · Columbus, OH · $30.9M4%
- AltruistAltruist Financial LLC · Dallas, TX · $1.14M0%
At year end, Tempo Wealth’s separately managed accounts were mostly in funds (50%) and stocks (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $675M across 237 positions; the largest are Parker-hannifin Corp. (10.6%), Progressive Corp. (5.8%) and State Str SPDR S&P 500 ETF T (3.4%).
What the accounts hold
- Stocks43%
- Funds50%
- Cash2%
- Other5%
- Other equity - usually a buffered etf, covered call, or specialty etf5%
How many clients does Tempo Wealth have?
Tempo Wealth has 853 clients and manages $804 million for them, as of March 2026. They include 519 high-net-worth individuals and 334 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Tempo Wealth offer?
Tempo Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Tempo Wealth use?
Tempo Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $729M, Nationwide Securities, LLC (Columbus, OH), with $30.9M and Altruist Financial LLC (Dallas, TX), with $1.14M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Tempo Wealth have?
Tempo Wealth has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tempo Wealth invest in?
At the end of its last fiscal year, Tempo Wealth’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities, 5% other and 2% cash and equivalents. The 5% other category is described as: Other Equity - Usually A Buffered ETF, Covered Call, Or Specialty ETF.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tempo Wealth?
Tempo Wealth’s direct owners are Bernard Garrah, Timothy Farley and Corbin Blackburn, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Tempo Wealth get paid?
Tempo Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tempo Wealth?
Tempo Wealth’s main office is at 6133 Rockside Road, Building II, Suite 400, Independence, OH 44131. Its phone number is 440-568-3676. Its website is tempowealth.com.