|
⚲
|
| Irvine Wealth Planning Strategies LLC
✚
| |
|---|---|
| CRD # | 284120 |
| SEC # | 801-112546 |
| CIK # | |
| AUM | $95.7 MM (2024-06-20) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 607-438-2761 |
| Address | 10 East Market Street Corning, NY 14830 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 42.2 |
| (b) Individuals (high net worth individuals) | 97 | 51.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 619 | 95.7 |
| By Discretionary | ||
| Discretionary | 619 | 95.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 619 | 95.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.7 | |
| Total | 619 | 95.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Holland Group Retirement Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Onesource Advisors LLC
✚
|
CA | 0.1 |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |
|
MPWA Inc
✚
|
CA | 0.1 |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Aspire Wealth Management LLC
✚
|
KS | 0.1 |
|
Box Financial Advisors LLC
✚
|
TX | 0.1 |
|
Brandywine Financial Group Inc
✚
|
FL | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |