Irvine Wealth Planning Strategies, LLC
● SEC registered since 2018CRD 284120SEC# 801-112546Corning, NY
Reg. AUM
$157M
Employees
7
Accounts
776
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 $157 million in regulatory assets under management and employs 7 people.
Irvine Wealth Planning Strategies, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Elizabeth Irvine Control | Principal, Cco | Over 75% | 2016 |
| Katrina Marie Welker | Owner | 10-25% | 2020 |
| Rebekah Elizabeth Eason | Owner | 5-10% | 2021 |
Frequently asked questions
How much does Irvine Wealth Planning Strategies, LLC manage?
Irvine Wealth Planning Strategies, LLC reports $157 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 7 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
| Address | 10 East Market Street, Corning, NY 14830 |
| Phone | 607-438-2761 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$157Mregulatory AUM
Discretionary $155MNon-discretionary $2M