TW
TEMPUS WEALTH PLANNING, LLC
SEC RegisteredIRVINE, CAhttps://tempuswp.com949-393-2525
Assets Under Management
$500M–$1B
Employees
9
Office Locations
1 office
Total Accounts
1751
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 401 | $115M |
| High Net Worth Individuals | 282 | $555M |
5 total clients reported on Form ADV.
Leadership
James Barker White
MANAGING MEMBER
Stephen Michael Gilbreth
MANAGING MEMBER
Steven Bruce Sturner
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
CA
IRVINEHQ
Advisors at this firm
10 advisors in the directory
Daniel Louis Carmo
Investment Adviser Representative
Michael Robert Carmo
Investment Adviser Representative
Brad Cotner
Investment Adviser Representative
Stephen Michael Gilbreth
Investment Adviser Representative
Gary Thomas Hitzler
Investment Adviser Representative
Cayden Norton
Investment Adviser Representative
Steven Bruce Sturner
Investment Adviser Representative
Joseph John Szal
Investment Adviser Representative
James Barker White
Investment Adviser Representative
Jonathan Y Yoo
Investment Adviser Representative
Regulatory & compliance
CRD number
#285349
SEC Number
801-108462
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
tempuswp.comPhone
949-393-2525Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TEMPUS WEALTH PLANNING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.