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REGIMEN WEALTH, LLC

CRD 309672 · SEC 801-119088

Visit website

3300 RIVERWOOD PARKWAY, SUITE 1030, ATLANTA, GA, 30339, United States

Phone

770-738-8200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$365.2M

Discretionary AUM

$365.2M

Team

6 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals86$42.4M
High net worth individuals130$322.7M

States served

AL, CA, GA, LA, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD