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Regimen Wealth, LLC

● SEC registered since 2020CRD 309672SEC# 801-119088Atlanta, GA
Export (members)
Reg. AUM
$330.7M
Employees
6
Accounts
729
Location
Atlanta, GA

Regimen Wealth, LLC assets under management

Regimen Wealth, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2020. It reports $330.7 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/regimen-wealthView on SEC.gov ↗

Regimen Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Aiki Altmets ControlChief Operating Officer And Manager5-10%2020
Ian Alexandre Weinstein ControlChief Executive Officer And ManagerOver 75%2020
Jonathan G KastingChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Regimen Wealth, LLC manage?

Regimen Wealth, LLC reports $330.7 million in regulatory assets under management on its Form ADV.

How many employees does Regimen Wealth, LLC have?

Regimen Wealth, LLC reports 6 employees.

Where is Regimen Wealth, LLC located?

Regimen Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2020.

Does Regimen Wealth, LLC disclose fund performance?

Regimen Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 Riverwood Parkway, Suite 1030, Atlanta, GA 30339
Phone770-738-8200
Office hours8 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1963863
Discloses disciplinary historyNo

Assets under management

Discretionary$330.7M
Non-discretionary$0
Total (RAUM)$330.7M