Planrock Wealth Strategies, LLC
Planrock Wealth Strategies, LLC is an SEC-registered wealth manager in Franklin, TN with $71.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Planrock Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304803, SEC 801-118167, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $71.0M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- Franklin, TN
- Employees
- 7
- Clients
- 54
- CRD
- 304803
- Ownership
- HAMMERS, STEPHEN, MICHAEL
How much AUM does Planrock Wealth Strategies, LLC have?
Planrock Wealth Strategies, LLC reported $71.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Planrock Wealth Strategies, LLC?
Disclosed owners and executives of Planrock Wealth Strategies, LLC include HAMMERS, STEPHEN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.