Planrock Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated April 13, 2026, reports $71M in regulatory assets under management, 7 employees, and 146 accounts.
Assets Under Management
$71M
Employees
7
Offices
--
Total Clients
55
Primary office
BRENTWOOD, TN
109 WESTPARK DR, SUITE 105, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
35
2
HNWI
29.1%
16
3
Corporations
3.6%
2
4
Investment Cos.
1.8%
1
5
Charitable
1.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$71Mas of April 13, 2026
Discretionary100.0%
$71M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$71M
Total Accounts146
10Y AUM Change$-4M (-5.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee8:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.