# IRVINE WEALTH PLANNING STRATEGIES, LLC

IRVINE WEALTH PLANNING STRATEGIES, LLC of CORNING, NY is an SEC-registered investment adviser.

## Registration

- CRD: 284120
- Type: SEC-registered investment adviser
- SEC file number: 801-112546
- Location: 10 EAST MARKET STREET, CORNING, NY, 14830
- Phone: 607-438-2761
- Latest filing: 2026-02-24
- Regulatory AUM: $157.0M
- Discretionary AUM: $155.0M
- Non-discretionary AUM: $2.0M
- Clients: 7
- Accounts: 776

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Amy Elizabeth Irvine | PRINCIPAL, CCO | — |
| Katrina Marie Welker | OWNER | — |
| Rebekah Elizabeth Eason | OWNER | — |
| Kerrie Beene | OWNER | — |
| IRVINE AMY ELIZABETH | PRINCIPAL, CCO | — |
| WELKER JOANNE MARIE | OWNER | — |
| Beene Kerrie | OWNER | — |
| Eason Rebekah Elizabeth | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284120/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284120/similar
- Related entities: https://search.stillhousedata.com/firm/284120/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284120

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.