← Back to searchVisit website
ROOTED PLANNING GROUP
IRVINE WEALTH PLANNING STRATEGIES, LLC
CRD 284120 · SEC 801-112546
10 EAST MARKET STREET, CORNING, NY, 14830, United States
Phone
607-438-2761
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.0M
Discretionary AUM
$155.0M
Team
7 total employees; 3 advisory reps; 100 broker-dealer reps
Clients
251-500
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $46.1M |
| High net worth individuals | 80 | $106.9M |
| Pension/profit sharing plans | 6 | $2.4M |
| Charitable organizations | 5 | $1.6M |
States served
CA, GA, IL, MA, NY, NC, OK, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD