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PLANROCK WEALTH STRATEGIES, LLC
PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803 · SEC 801-118167
109 WESTPARK DR, SUITE 105, BRENTWOOD, TN, 37027, United States
Phone
800-677-6025
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.0M
Discretionary AUM
$71.0M
Team
7 total employees; 6 advisory reps; 45 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)INVESTMENT CONSULTING TO OTHER INVESTMENT ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $41.1M |
| High net worth individuals | 16 | $16.0M |
| Investment companies | 1 | $11.0M |
| Charitable organizations | 1 | $971K |
| Corporations/business entities | 2 | $2.0M |
States served
GA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD