IRVINE WEALTH PLANNING STRATEGIES, LLC
Doing business as ROOTED PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$156,991,981
Discretionary
$154,991,097
Non-discretionary
$2,000,884
Firm details
- CRD number
- 284120
- SEC file number
- 801-112546
- Main office
- CORNING, NY, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Fixed fees
As of November 2026.