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

Clients

101

Accounts

705

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 5, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
Eason, Rebekah, Elizabeth	I	OWNER	NA	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
IRVINE, AMY, ELIZABETH	I	PRINCIPAL, CCO	E	Control
WELKER, KATRINA, MARIE	I	OWNER	B
WELKER, KATRINA, MARIE	I	OWNER	B
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Beene, Kerrie	I	OWNER	A
Eason, Rebekah, Elizabeth	I	OWNER	A
Eason, Rebekah, Elizabeth	I	OWNER	A
Eason, Rebekah, Elizabeth	I	OWNER	A
Eason, Rebekah, Elizabeth	I	OWNER	A
Eason, Rebekah, Elizabeth	I	OWNER	A
Eason, Rebekah, Elizabeth	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A
WELKER, KATRINA, MARIE	I	OWNER	A

Registrations

Federal

Dec 5, 2025 REGISTERED

Notice Filings (14)

CA CT FL GA IL MA NC ND NH NY OK PA TX WI

Address

10 EAST MARKET STREET
CORNING, NY 14830
United States

Phone: 607-438-2761