TEMPUS WEALTH PLANNING, LLC

CRD 285349File 801-108462

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$699.4M

Above cohort median (national)

Discretionary AUM

$668.6M

Non-discretionary $30.8M

Clients

683

1,751 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 7, 2016
Principal office: 100 SPECTRUM CENTER DRIVE, SUITE 1070, IRVINE, CA, 92618
Phone: 949-393-2525
Website: HTTP://WWW.TEMPUSWP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $699.4M
Discretionary AUM: $668.6M
Non-discretionary AUM: $30.8M
Discretionary accounts: 1,662
Non-discretionary accounts: 89
Total accounts: 1,751
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	282	$555.0M
Pension and profit sharing plans	Fewer than 5	$28.9M
Individuals (other than high net worth individuals)	401	$115.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.