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Irvine Wealth Planning Strategies, LLC

● SEC registered since 2018CRD 284120SEC# 801-112546Corning, NY
Export (members)
Reg. AUM
$117.7M
Employees
8
Accounts
705
Location
Corning, NY

Irvine Wealth Planning Strategies, LLC assets under management

Irvine Wealth Planning Strategies, LLC is an SEC-registered investment adviser based in Corning, NY. The firm has been registered since 2018. It reports $117.7 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/19110624View on SEC.gov ↗

Irvine Wealth Planning Strategies, LLC owners & executives

4 reported
NameTitleOwnershipSince
Amy Elizabeth Irvine ControlPrincipal, CcoOver 75%2016
Katrina Marie WelkerOwner5-10%2020
Kerrie BeeneOwner5-10%2020
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Frequently asked questions

How much does Irvine Wealth Planning Strategies, LLC manage?

Irvine Wealth Planning Strategies, LLC reports $117.7 million in regulatory assets under management on its Form ADV.

How many employees does Irvine Wealth Planning Strategies, LLC have?

Irvine Wealth Planning Strategies, LLC reports 8 employees.

Where is Irvine Wealth Planning Strategies, LLC located?

Irvine Wealth Planning Strategies, LLC is based in Corning, NY and has been SEC-registered since 2018.

Does Irvine Wealth Planning Strategies, LLC disclose fund performance?

Irvine Wealth Planning Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 East Market Street, Corning, NY 14830
Phone607-438-2761
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.7M
Non-discretionary$0
Total (RAUM)$117.7M