|
⚲
|
| Keyboard |
| Regimen Wealth LLC
✚
|
|
|---|---|
| CRD # | 309672 |
| SEC # | 801-119088 |
| CIK # | 0001963863 |
| AUM | 365.2 M (2026-06-15) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 770-738-8200 |
| Address | 3300 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 42.4 |
| (b) Individuals (high net worth individuals) | 130 | 322.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 738 | 365.2 |
| By Discretionary | ||
| Discretionary | 738 | 365.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 738 | 365.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.2 | |
| Total | 738 | 365.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963863] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Homage Wealth Group LLC
✚
|
TX | 366.2 M |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 366.1 M |
|
North Capital Inc
✚
|
UT | 365.8 M |
|
Inflection Capital Management LLC
✚
|
CA | 365.6 M |
|
Asset Planning Services Inc
✚
|
LA | 365.6 M |
|
Tealwood Asset Management Inc
✚
|
MN | 365.4 M |
|
Beaumont Asset Management LLC
✚
|
TX | 365.2 M |
|
My Personal CFO LLC
✚
|
WA | 365.1 M |
|
Kondo Wealth Advisors Inc
✚
|
CA | 365.1 M |
|
Shelton Wealth Management LLC
✚
|
TX | 364.5 M |