REGIMEN WEALTH, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 309672
- Registered since
- July 17, 2020
- Website
- www.regimenwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.38%
- Individuals11.62%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Regimen Wealth, LLC is an independent, SEC-registered registered investment adviser that began registration in 2020 and is owner-operated. The firm focuses on individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator and charges a mix of AUM-based and fixed fees. Regimen does not market itself as an active ESG investor and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
2 of 2AIKI ALTMETS
Founder, COOCRD 5791609
Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 4IAN WEINSTEIN
FounderCRD 4146652
Tracy Kasing
Financial AnalystCRD 8209100
Jared Haubenstock
Wealth AdvisorCRD 6395246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$358M in ETFs
64%
$229M
32%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE HIGH DIVIDEND ETF (HDV) | BlackRock | Passive | Large Value | $31.9M | 235,382 | 8.91% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3300 Riverwood Pkwy SE
- Time zone
- ET (UTC-5)
- Office locations
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