Irvine Wealth Planning Strategies, Llc
- Regulatory AUM
- $157M
- Discretionary
- $155M
- Clients
- 229
- Avg AUM / client
- $686K
- Accounts
- 776
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 138 | $46.1M | 29.4% |
| High net worth individuals | 80 | $107M | 68.1% |
| Pension and profit sharing plans | 6 | $2.4M | 1.56% |
| Charitable organizations | 5 | $1.6M | 1.01% |
| Corporations and other businesses | Fewer than 5 clients | $488 | 0.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amy Elizabeth Irvine | Principal, Cco | CFP | May 2016 (10y) | 75% or more |
| Beene, Kerrie | Owner | Jan 2020 (7y) | 5% – 10% | |
| Katrina Marie Welker | Owner | CFP | Jan 2020 (7y) | 5% – 10% |
| Rebekah Elizabeth Eason | Owner | CFP | Jan 2021 (6y) | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $123M (78% of AUM) Feb 2026
- Tiaa Cref Individual & Institutional Services, Llc $6.1M (10% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗