$71.0M Total AUM
$71.0M Disc. AUM
41.7% 3Y CAGR
7 Employees
100 ADV. Clients
6 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
109 Westpark DR Suite 105 Brentwood TN
About Planrock Wealth Strategies, LLC
Planrock Wealth Strategies, LLC is a Brentwood-based RIA. The firm has been operating for 6 years. Managing $71.0M in total assets under management, with 6 advisory representatives. They custody assets with Merrill Lynch. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$710.5K AVG AUM / CLIENT
1.3 yrs AVG TENURE
7 Employees
6 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Foundation oak Fusion element Wave pathway
Client Personas
Pioneer
Investment Themes
Value harbor Eagle atlas
Investment Vehicles
Pioneer matrix Delta focus
Services
Wave Vector foundation Oak signal Signal
Owner & Executives
S
STEPHEN MICHAEL HAMMERS
Chief Compliance Officer, Chief Investment Officer, Managing Partner
- CRD
- --
- Ownership
- 75% or more
(624) 603-6831
zenith.harbor@primecapital.com
in linkedin.com/in/signal-pathway
Showing 1 of 1 owners & executives
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D
DANIEL S BANASZAK
--
- CRD
- #5156458
(382) 372-8563
vital.bridge@pathwaycapital.com
in linkedin.com/in/harbor-momentum
Pleshetta Juanita Loftin
Advisor
- CRD
- #2449085
(940) 955-7889
timber.glacier@summitcapital.com
in linkedin.com/in/north-prime
V
Value radial
Bridge peak
- CRD
- #72292
(634) 231-8742
legacy.glacier@glaciercapital.com
in linkedin.com/in/capital-crest
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,050,000 | $486,644 |
| Non-Discretionary | $0 | -- |
| Total | $71,050,000 | $486,644 |
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Separately Managed Accounts
Total SMA Asset: $60,050,000
Public Funds:
40.6% Cash:
44.4% Other:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,005,895,218 | 40.6% |
| Cash | $1,100,043,046 | 44.4% |
| Other | $371,636,165 | 15.0% |
| Total | $2,477,574,429 | 100.0% |