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| Happy Holidays!! thanks for using AUM13F!! |
| Planrock Wealth Management LLC
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| CRD # | 304803 |
| SEC # | 801-118167 |
| CIK # | |
| AUM | $64.4 M (2025-04-29) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 800-677-6025 |
| Address | 6700 Tower Circle Franklin, TN 37067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 51.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 12.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 64.4 |
| By Discretionary | ||
| Discretionary | 115 | 64.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 115 | 64.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.4 | |
| Total | 115 | 64.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forthright Capital Advisory LLC
✚
|
NV | 0.1 |
|
Sphinx Investments LLC
✚
|
VA | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Beatrice Advisors LP
✚
|
NY | 0.1 |
|
VITA Planning Group LLC
✚
|
WA | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
0.1 | |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
Investment Research Corp
✚
|
CO | 0.1 |