IRVINE WEALTH PLANNING STRATEGIES, LLC
Legal name: ROOTED PLANNING GROUP
CRD #284120 SEC #801-112546 CORNING, NY 607-438-2761
SEC Registered
Total AUM
$117.7M
Discretionary
$117.7M
Employees
8
Clients
101
Accounts
705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $117.7M | $117.7M | $0 | 8 | 112 |
| Oct 2025 | $117.7M | $117.7M | $0 | 8 | 112 |
| Mar 2025 | $117.7M | $117.7M | $0 | 8 | 112 |
| Nov 2024 | $95.7M | $95.7M | $0 | 5 | 69 |
| Jun 2024 | $95.7M | $95.7M | $0 | 5 | 69 |
| Jan 2024 | $95.7M | $95.7M | $0 | 5 | 69 |
| Nov 2023 | $72.6M | $72.6M | $0 | 5 | 114 |
| Nov 2023 | $72.6M | $72.6M | $0 | 5 | 114 |
| Feb 2023 | $72.6M | $72.6M | $0 | 5 | 114 |
| Nov 2022 | $60.2M | $60.2M | $0 | 5 | 124 |
| May 2022 | $60.2M | $60.2M | $0 | 5 | 124 |
| Mar 2022 | $60.2M | $60.2M | $0 | 5 | 124 |
| Jan 2022 | $60.2M | $60.2M | $0 | 5 | 124 |
| Feb 2021 | $47M | $47M | $0 | 5 | 136 |
| Feb 2021 | $47M | $47M | $0 | 5 | 136 |
| Jun 2020 | $39.1M | $39.1M | $0 | 4 | 89 |
| Jun 2020 | $39.1M | $39.1M | $0 | 4 | 89 |
| Jan 2020 | $39.1M | $39.1M | $0 | 4 | 89 |
| Dec 2019 | $31M | $31M | $0 | 4 | 129 |
| Oct 2019 | $31M | $31M | $0 | 7 | 129 |
| Aug 2019 | $31M | $31M | $0 | 7 | 129 |
| Jan 2019 | $31M | $31M | $0 | 7 | 129 |
| Oct 2018 | $30M | $30M | $0 | 6 | 51 |
| Aug 2018 | $30M | $30M | $0 | 6 | 51 |
| Aug 2018 | $30M | $30M | $0 | 6 | 51 |
| Jun 2018 | $30M | $30M | $0 | 3 | 51 |
| Jan 2018 | $30M | $30M | $0 | 2 | 51 |
DateDec 2025
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees8
Clients112
DateOct 2025
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees8
Clients112
DateMar 2025
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees8
Clients112
DateNov 2024
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees5
Clients69
DateJun 2024
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees5
Clients69
DateJan 2024
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees5
Clients69
DateNov 2023
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients114
DateNov 2023
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients114
DateFeb 2023
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients114
DateNov 2022
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees5
Clients124
DateMay 2022
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees5
Clients124
DateMar 2022
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees5
Clients124
DateJan 2022
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees5
Clients124
DateFeb 2021
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients136
DateFeb 2021
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients136
DateJun 2020
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees4
Clients89
DateJun 2020
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees4
Clients89
DateJan 2020
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees4
Clients89
DateDec 2019
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees4
Clients129
DateOct 2019
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees7
Clients129
DateAug 2019
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees7
Clients129
DateJan 2019
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees7
Clients129
DateOct 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients51
DateAug 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients51
DateAug 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees6
Clients51
DateJun 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees3
Clients51
DateJan 2018
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees2
Clients51