← Tributary

PLANROCK WEALTH STRATEGIES, LLC

BRENTWOOD, TN · CRD 304803 · IAPD ↗ · planrock.com · 800-677-6025

$71.0MRegulatory AUM
6Advisory reps
7Employees
45Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PLANROCK WEALTH STRATEGIES, LLC moved its main office from FRANKLIN, TN to BRENTWOOD, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
April 2026 — PLANROCK WEALTH STRATEGIES, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
May 2025 — PLANROCK INVESTMENTS LLC is now doing business as PLANROCK WEALTH STRATEGIES, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2025 — PLANROCK INVESTMENTS LLC moved its main office from BRENTWOOD, TN to FRANKLIN, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — PLANROCK INVESTMENTS LLC reported RAUM up 136% ($27.3M -> $64.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — PLANROCK INVESTMENTS LLC moved its main office from FRANKLIN, TN to BRENTWOOD, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.