Tempus Wealth Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Tempus Wealth Planning reports 683 clients. They include 401 individual clients and 282 high-net-worth individuals. Of its assets, 95.6% ($669M across 1,662 accounts) are managed with discretion; $30.8M across 89 accounts are not. Of its clients, 1% are outside the U.S. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 17% |
| High-net-worth individuals | 41% | 79% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 401 | $115M | 16.5% | $288K |
| High-net-worth individuals | 282 | $555M | 79.4% | $1.97M |
| Pension and profit-sharing plans | Fewer than 5 | $28.9M | 4.1% | — |
| Total | 683 | $699M | 100% | — |
- Clients
- 401
- Regulatory AUM
- $115M
- AUM share
- 16.5%
- Avg. per client
- $288K
- Clients
- 282
- Regulatory AUM
- $555M
- AUM share
- 79.4%
- Avg. per client
- $1.97M
- Clients
- Fewer than 5
- Regulatory AUM
- $28.9M
- AUM share
- 4.1%
- Avg. per client
- —
Total
- Clients
- 683
- Regulatory AUM
- $699M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Tempus Wealth Planning is paid through a percentage of assets under management, hourly charges 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 one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed hourly, as a flat fee, or as a recurring fee; the hourly fee will not exceed $250 and the flat fee will not exceed $10,000.
James White owns 25% to 50% of Tempus Wealth Planning. Stephen Gilbreth is CEO; the leadership team includes Chief Compliance Officer Steven Sturner. It has 9 employees.
Leadership
Stephen GilbrethChief Executive Officer/ Managing Member
Steven SturnerManaging Member & Chief Compliance Officer
James WhiteManaging Member
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- Owns 25% to 50% of Tempus Wealth Planning, LLC
James White
Control person · since October 2016
- Owns 25% to 50% of Tempus Wealth Planning, LLC
Stephen Gilbreth
Control person · since October 2016
- Owns 25% to 50% of Tempus Wealth Planning, LLC
Steven Sturner
Control person · since October 2016
Tempus Wealth Planning’s regulatory assets grew 4.3× from $163M (July 2021) to $699M (March 2026); clients rose from 290 to 683 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $699M | 683 | 9 | 1 |
| March 2025 | $507M | 651 | 9 | 1 |
| March 2024 | $400M | 619 | 11 | 1 |
| April 2023 | $312M | 567 | 11 | 1 |
| March 2022 | $248M | 379 | 7 | 1 |
| July 2021 | $163M | 290 | 6 | 1 |
Besides its headquarters, Tempus Wealth Planning has 0 offices, with 1 listed address in California.
California · 1 listed address
- 100 Spectrum Center Drive, Suite 1070, IrvineHQ
Contact and registration details
- Legal name
- Tempus Wealth Planning, LLC
- Headquarters
- 100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618
- Website
- tempuswp.com
- Phone
- 949-393-2525
- SEC file
- 801-108462
- Founded
- 2016
- Structure
- California LLC
- Fiscal year end
- December
Tempus Wealth Planning uses Charles Schwab ($672M) as custodian for its separately managed accounts. Tempus Wealth Planning has custody of $22.1M in client assets for 7 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $672M100%
At year end, Tempus Wealth Planning’s separately managed accounts were mostly in stocks (71%) and funds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $511M across 282 positions; the largest are GE Aerospace (6.4%), GE Vernova Inc. (4.9%) and Capital Group Dividend Value (2.4%).
What the accounts hold
- Stocks71%
- Exchange-traded equities70%
- Non-exchange-traded equities1%
- Funds13%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash12%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $511M
- Reported 13F value
- 282
- Positions
- 28.0%
- In the 10 largest
- +17.5%
- Value vs. prior quarter
- GE Aerospace6.4%
- GE Vernova Inc.4.9%
- Capital Group Dividend Value · Shs Creat Unit2.4%
- Nvidia Corporation2.3%
- Invesco Qqq TR · Unit Ser 12.3%
- Schwab Strategic TR · US Aggregate B2.2%
- Apple Inc.2.0%
- Invesco Exch Traded FD TR II · S&P 500 Momntm1.9%
- State Str SPDR S&P 500 ETF T · TR Unit1.7%
- SPDR Series Trust · ST Str P500etf1.7%
Together, the ten largest are 28.0% of reported value.
How many clients does Tempus Wealth Planning have?
Tempus Wealth Planning has 683 clients and manages $699 million for them, as of March 2026. They include 401 individual clients and 282 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Tempus Wealth Planning offer?
Tempus Wealth Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, 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 Tempus Wealth Planning use?
Tempus Wealth Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $672M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Tempus Wealth Planning have?
Tempus Wealth Planning has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Tempus Wealth Planning invest in?
At the end of its last fiscal year, Tempus Wealth Planning’s separately managed accounts held 70% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tempus Wealth Planning?
Tempus Wealth Planning’s direct owners are James White, Stephen Gilbreth and Steven Sturner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Tempus Wealth Planning get paid?
Tempus Wealth Planning is paid through a percentage of assets under management, hourly charges 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
Is Tempus Wealth Planning registered with the SEC?
Yes, Tempus Wealth Planning has been registered with the SEC as an investment adviser since 7 November 2016. Its CRD number is 285349 and its SEC file number is 801-108462.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Tempus Wealth Planning?
Tempus Wealth Planning’s main office is at 100 Spectrum Center Drive, Suite 1070, Irvine, CA 92618. Its phone number is 949-393-2525. Its website is tempuswp.com.