Regimen Wealth, LLC

RIASEC RegisteredEst. 2020
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 registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers. Its ownership is held by an individual, and the firm acts as a capital allocator—sourcing and placing client capital with external managers and pooled vehicles as part of its service mix. Fee arrangements are a combination of percentage-of-AUM and fixed fees. Regimen is not positioned as an ESG investor and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%, Other 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

2 of 2
  • Aiki Altmets

    Aiki Altmets

    Founder, COOCRD 5791609

  • Jonathan Kasting

    Chief Compliance OfficerCRD 7176479

Contacts

3 of 4
  • Ian Weinstein

    Ian Weinstein

    FounderCRD 4146652

  • Tracy Kasing

    Tracy Kasing

    Financial AnalystCRD 8209100

  • Jared Haubenstock

    Jared Haubenstock

    Wealth AdvisorCRD 6395246

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$390M in ETFs

Passive

63%

$246M

Active

32%

$144M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE HIGH DIVIDEND ETF (HDV)BlackRockPassiveLarge Value$33M1,203,8588.47%
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Location

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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