PLANROCK INVESTMENT MANAGEMENT, LLC
Doing business as PLANROCK WEALTH STRATEGIES, LLC. SEC Form ADV profile.
Total regulatory AUM
$71,050,000
Discretionary
$71,050,000
Non-discretionary
$0
Firm details
- CRD number
- 304803
- SEC file number
- 801-118167
- Main office
- BRENTWOOD, TN, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://planrock.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.