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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2016
- Office Locations
- 1
Office Locations
About Tempus Wealth Planning, LLC
Tempus Wealth Planning is an Irvine, CA fiduciary wealth planning firm providing investment management alongside personal financial and retirement planning. The team emphasizes relationship-driven discovery and tailored plans, backed by CFP®, CRPC℠, and APMA℠ credentials and decades of combined experience. Portfolios are built primarily with ETFs and are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN MICHAEL GILBRETH JR
Chief Executive Officer, Managing Member, Senior Financial Advisor
- CRD
- #3248269
- Ownership
- 25% but less than 50%
STEVEN BRUCE STURNER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2140401
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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DANIEL LOUIS CARMO
Partner
- CRD
- #2899002
Michael Robert Carmo
Financial Advisor
- CRD
- #7970278
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,611,356 | $402,293 |
| Non-Discretionary | $30,772,217 | $345,755 |
| Total | $699,383,573 | $399,420 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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