Key facts
- PLANROCK WEALTH STRATEGIES, LLC is a other based in BRENTWOOD, TN.
Registered with the SEC
Form ADV · 2026-04 · CRD 304803- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 7
- Registered office
- BRENTWOOD, TN
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PLANROCK INVESTMENT MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PLANROCK WEALTH STRATEGIES, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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