ROOTED PLANNING GROUP

Legal name: IRVINE WEALTH PLANNING STRATEGIES, LLC

CRD 284120File 801-112546

APPROVED

Retail clients

Custody

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$157.0M

Bottom 25% of cohort (national)

Discretionary AUM

$155.0M

Non-discretionary $2.0M

Clients

229

776 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 1, 2018
Principal office: 10 EAST MARKET STREET, CORNING, NY, 14830
Phone: 607-438-2761
Website: https://www.linkedin.com/company/19110624/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $157.0M
Discretionary AUM: $155.0M
Non-discretionary AUM: $2.0M
Discretionary accounts: 774
Non-discretionary accounts: 2
Total accounts: 776
AUM per client: $686K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$488
Charitable organizations	5	$1.6M
High net worth individuals	80	$106.9M
Pension and profit sharing plans	6	$2.4M
Individuals (other than high net worth individuals)	138	$46.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Other
Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.