Regimen Wealth, LLC

RIASEC Registered

Total AUM

$365M

Discretionary

$365M

100% of AUM

Avg account

$495K

Accounts

738

Employees

6

Advisory reps

6

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

FINTRX

Overview

Regimen Wealth, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm is SEC-registered (registered in 2020) and blends financial planning with portfolio management and third-party manager selection. Its client fee structures include asset-based fees and fixed-fee engagements. Regimen Wealth describes itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds92%
Exchange Traded Equities5%
Cash & Cash Equivalents2%
Other1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 72

Active vs passive

$392M in ETFs

Passive

62%

$244M

Active

37%

$149M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL CORE FIXED INCOME ETF (DFCF)	Dimensional	Active	Intermediate Core Bond	$34.3M	855,944	8.75%

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Primary office

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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