IRVINE WEALTH PLANNING STRATEGIES, LLC of CORNING, NY is an SEC-registered investment adviser (CRD 284120). Regulatory assets under management: $157.0M.
Compensation: Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| 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 | — |