Regista Financial Strategies, LLC

RIAState Registered

Total AUM

$13.4M

Discretionary

$13.4M

100% of AUM

Avg account

$151K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 326555
Website: www.registafinancial.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.35%
Individuals21.47%
Pension & Profit Sharing Plans4.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Regista Financial Strategies, LLC is an independent, owner-operated advisory firm structured as an LLC. The firm serves both individual/family and institutional clients and bills through a mix of asset-based fees, hourly charges, and fixed fees. Core services reported include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of third‑party advisers. Regista identifies as a capital allocator and reports active ESG integration in its investment approach. The firm maintains registrations in Colorado, Florida and Virginia.