Tempo Wealth, Llc
- Regulatory AUM
- $804M
- Discretionary
- $804M
- Clients
- 853
- Avg AUM / client
- $943K
- Accounts
- 853
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 334 | $132M | 16.4% |
| High net worth individuals | 519 | $672M | 83.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bernard Thomas Garrah | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Timothy Charles Farley | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Corbin John Blackburn | Registered representative | Chartered Financial Consultant | Jun 2025 (1y) | |
| John Bernard Blatt | Registered representative | Chartered Financial Consultant | Jun 2025 (1y) | |
| Brian Scott Hider | Registered representative | CFA | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $729M (91% of AUM) Mar 2026
- Nationwide Securities, Llc $30.9M (4% of AUM) Mar 2026
- Truist Financial Corp $1.1M (0% of AUM) Mar 2026
- Altruist Financial $1.1M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗