Investment adviser · CRD 284120
ROOTED PLANNING GROUP
Investment adviser filing (IA)
IRVINE WEALTH PLANNING STRATEGIES, LLC
CORNING, NY, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $157M Form ADV · Item 5.F
- Client accounts
- 776 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 80 | $106,850,545 | 68.1% |
| Individuals | 138 | $46,116,666 | 29.4% |
| Retirement plans | 6 | $2,444,019 | 1.6% |
| Charities | 5 | $1,580,263 | 1.0% |
| Corporations & businesses | Fewer than 5 | $488 | 0.0% |
Filing source
Form ADV 2045043 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Fixed
Principal office
10 EAST MARKET STREETCORNING, NY, 14830, United States
CRD 284120
Filing source
Form ADV 2045043 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.