|
⚲
|
| Planrock Wealth Management LLC
✚
| |
|---|---|
| CRD # | 304803 |
| SEC # | 801-118167 |
| CIK # | |
| AUM | $27.3 MM (2024-03-29) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 800-677-6025 |
| Address | 7105 Peach Ct Brentwood, TN 37027 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 24.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 3.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 79 | 27.3 |
| By Discretionary | ||
| Discretionary | 79 | 27.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 79 | 27.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.3 | |
| Total | 79 | 27.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Triumph Wealth Advisors Inc
✚
|
GA | 0.0 |
|
Smart Portfolio LLC
✚
|
CA | 0.0 |
|
ADVR LLC
✚
|
SC | 0.0 |
|
Eastside Financial Advisors LLC
✚
|
NY | 0.0 |
|
Guide Wealth Management LLC
✚
|
NY | 0.0 |
|
Purevest LLC
✚
|
NY | 0.0 |
|
Retirement Specialty Group Inc
✚
|
TN | 0.0 |
|
Dominari Securities LLC
✚
|
NY | 0.0 |
|
Goldstone Portfolios Incorporated
✚
|
NY | 0.0 |
|
Forthright Capital Advisory LLC
✚
|
NV | 0.0 |