PLANROCK WEALTH STRATEGIES, LLC
  • PLANROCK WEALTH STRATEGIES, LLC
  • DIVIDEND LEGACY GROUP
  • TAILWIND INVESTMENTS LLC
  • PLANROCK WEALTH MANAGEMENT, LLC
  • PLANROCK INVESTMENTS LLC
  • E3 LEGACY GROUP LLC
  • E3 INVESTMENTS, LLC
  • DIVIDEND LEGACY GROUP, LLC
  • PLANROCK INVESTMENT MANAGEMENT, LLC
  • PLANROCK FUNDS

Adviser Profile

As of Date 05/26/2026
Registration SEC, Approved, 05/13/2020
Former registrations

E3 INVESTMENTS, LLC

ADV Location BRENTWOOD, TN, United States
Contact Info 800 xxxxxxx
Websites
AUM* 71,050,000 10%
of that, discretionary 71,050,000 10%
Number of Employees 7
of those in investment advisory functions 6 50%
Private Fund GAV* 0
Avg Account Size 486,644 -13%
% High Net Worth 29.09% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

71M 61M 51M 41M 30M 20M 10M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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