Overview
Assets Under Management: $331 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
REGIMEN WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309672), REGIMEN WEALTH, LLC is subject to fiduciary duty under federal law.
REGIMEN WEALTH, LLC is headquartered in ATLANTA, GA.
REGIMEN WEALTH, LLC serves 109 high-net-worth clients according to their SEC filing dated November 05, 2025. View client details ↓
According to their SEC Form ADV, REGIMEN WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
REGIMEN WEALTH, LLC manages $331 million in client assets according to their SEC filing dated November 05, 2025.
According to their SEC Form ADV, REGIMEN WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 729
Discretionary Accounts: 729
Regulatory Filings
CRD Number: 309672
Filing ID: 2025777
Last Filing Date: 2025-11-05 09:56:59
Website: 0