PLANROCK INVESTMENT MANAGEMENT, LLC
Legal name: PLANROCK WEALTH STRATEGIES, LLC
CRD #304803 SEC #801-118167 FRANKLIN, TN 800-677-6025
SEC Registered
Total AUM
$64.4M
Discretionary
$64.4M
Employees
7
Clients
0
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $64.4M | $64.4M | $0 | 7 | 36 |
| Apr 2025 | $64.4M | $64.4M | $0 | 7 | 36 |
| Apr 2025 | $64.4M | $64.4M | $0 | 7 | 36 |
| Mar 2025 | $64.4M | $64.4M | $0 | 7 | 36 |
| Mar 2024 | $27.3M | $27.3M | $0 | 6 | 30 |
| Mar 2023 | $24.3M | $24.3M | $0 | 2 | 30 |
| Mar 2022 | $28.4M | $28.4M | $0 | 3 | 24 |
| Mar 2021 | $10.8M | $10.8M | $0 | 4 | 6 |
| Jan 2021 | $7M | $7M | $0 | 2 | 0 |
| Sep 2020 | $7M | $7M | $0 | 2 | 0 |
| Jun 2020 | $7M | $7M | $0 | 2 | 0 |
| Jun 2020 | $7M | $7M | $0 | 2 | 0 |
| May 2020 | $7M | $7M | $0 | 2 | 0 |
| May 2020 | $7M | $7M | $0 | 2 | 0 |
| May 2020 | $7M | $7M | $0 | 2 | 0 |
| Apr 2020 | $7M | $7M | $0 | 2 | 0 |
| Apr 2020 | $7M | $7M | $0 | 2 | 0 |
| Mar 2020 | $7M | $7M | $0 | 2 | 0 |
| Mar 2020 | $7M | $7M | $0 | 2 | 0 |
| Mar 2020 | $7M | $7M | $0 | 2 | 0 |
| Feb 2020 | $7M | $7M | $0 | 2 | 0 |
| Feb 2020 | $7M | $7M | $0 | 2 | 0 |
| Sep 2019 | $75M | $75M | $0 | 2 | 0 |
| Aug 2019 | $75M | $75M | $0 | 2 | 0 |
| Aug 2019 | $75M | $75M | $0 | 2 | 0 |
| Jul 2019 | $75M | $75M | $0 | 2 | 0 |
DateApr 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees7
Clients36
DateApr 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees7
Clients36
DateApr 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees7
Clients36
DateMar 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees7
Clients36
DateMar 2024
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees6
Clients30
DateMar 2023
Total AUM$24.3M
Discretionary$24.3M
Non-Disc.$0
Employees2
Clients30
DateMar 2022
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees3
Clients24
DateMar 2021
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees4
Clients6
DateJan 2021
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients0