# PlanRock Wealth Strategies

PlanRock Wealth Strategies is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 304803
- **SEC file number:** 801-118167
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304803

## About

PLANROCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in BRENTWOOD, TN, registered since 2020. The firm manages approximately $71 million in assets. It employs 7 staff and 6 investment advisers.

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Last updated: 2026-07-06T01:24:23.363Z

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