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REGENT WEALTH MANAGEMENT, INC.
CRD 150197 · SEC 801-70180
9242 S. SHERIDAN RD., SUITE D, TULSA, OK, 74133, United States
Phone
918 622-1466
Fax
918-622-1488
Registration
— (—)
Source
State registered
Total AUM
$75.7M
Discretionary AUM
$75.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $15.1M |
| High net worth individuals | 24 | $60.7M |
Official SEC filing: View on IAPD