Overview
Assets Under Management: $216 million
Headquarters: INDEPENDENCE, OH
High-Net-Worth Clients: 112
Average Client Assets: $2 million
Frequently Asked Questions
TEMPO WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336316), TEMPO WEALTH is subject to fiduciary duty under federal law.
TEMPO WEALTH is headquartered in INDEPENDENCE, OH.
TEMPO WEALTH serves 112 high-net-worth clients according to their SEC filing dated December 09, 2025. View client details ↓
According to their SEC Form ADV, TEMPO WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TEMPO WEALTH manages $216 million in client assets according to their SEC filing dated December 09, 2025.
According to their SEC Form ADV, TEMPO WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 440
Discretionary Accounts: 440
Regulatory Filings
CRD Number: 336316
Filing ID: 2032705
Last Filing Date: 2025-12-09 13:43:30
Website: 0