|
⚲
|
| Regimen Wealth LLC
✚
| |
|---|---|
| CRD # | 309672 |
| SEC # | 801-119088 |
| CIK # | 0001963863 |
| AUM | $295.4 MM (2024-03-04) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 770-738-8200 |
| Address | 3300 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.7 | |
| AMZN | 1,092,997.8 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 62.6 |
| (b) Individuals (high net worth individuals) | 96 | 232.8 |
| (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 | 718 | 295.4 |
| By Discretionary | ||
| Discretionary | 718 | 295.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 718 | 295.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.4 | |
| Total | 718 | 295.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963863] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marin Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Congress Park Capital LLC
✚
|
NY | 0.3 |
|
Family Capital Management Inc
✚
|
MI | 0.3 |
|
Burns Matteson Capital Management LLC
✚
|
NY | 0.3 |
|
Thomas Wright Asset Management Inc
✚
|
PR | 0.3 |
|
Envision Financial Transparency LLC
✚
|
NC | 0.3 |
|
CPR Investments Inc
✚
|
MI | 0.3 |
|
Platform Wealth Management LLC
✚
|
UT | 0.3 |
|
Ascendant Financial Solutions Inc
✚
|
AZ | 0.3 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.3 |