# Tempus Wealth Planning

Tempus Wealth Planning is a Bank / Wealth / Trust based in Irvine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** www.tempuswp.com
- **LinkedIn:** https://www.linkedin.com/company/tempus-wealth-planning-llc

## Regulatory record

- **CRD number:** 285349
- **SEC file number:** 801-108462
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285349

## About

Tempus Wealth Planning is an SEC-registered investment adviser in Irvine, CA, registered since 2016. The firm manages $699 million in assets, $669 million on a discretionary basis. It has 9 employees and 9 investment advisers.

## Sectors

- Wealth Management

## Questions

### How is the firm regulated?

Tempus Wealth Planning is subject to regulation by the U.S. Securities and Exchange Commission or a state securities regulator, depending on its regulatory assets under management. RIAs are bound by a fiduciary duty to their clients under the Investment Advisers Act, meaning they must place client interests ahead of their own — a legal standard distinct from the suitability standard historically applied to broker-dealers.

## Related profiles

- [Tempus Advisors](https://altss.com/profile/tempus-advisors)
- [TenBridge Partners](https://altss.com/profile/tenbridge-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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