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IRVINE WEALTH PLANNING STRATEGIES, LLC

dba ROOTED PLANNING GROUP · CRD 284120 · Registered Investment Adviser

IRVINE WEALTH PLANNING STRATEGIES, LLC is a Registered Investment Adviser headquartered in CORNING, NY. The firm reports $156,991,981 in regulatory assets under management across 776 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$154,991,097
Non-discretionary$2,000,884
Total RAUM$156,991,981
Accounts776

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 284120. adviserinfo.sec.gov/firm/summary/284120.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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