Regimen Wealth, LLC
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
FINTRXOverview
Regimen Wealth, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2020. The firm serves individual and family clients and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its client fee model combines percentage‑of‑AUM billing with flat fees. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
2 of 2
Aiki Altmets
Founder, COOCRD 5791609
Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 4
Ian Weinstein
FounderCRD 4146652
Taylor Moody
Wealth AdvisorCRD 6790819
Jared Haubenstock
Wealth AdvisorCRD 6395246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$390M in ETFs
63%
$246M
32%
$144M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE HIGH DIVIDEND ETF (HDV) | BlackRock | Passive | Large Value | $33M | 1,203,858 | 8.47% |
Location
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
Similar firms
Resurgent Advisors
RIAAtlanta, GA
Maestria Partners LLC
RIAAtlanta, GA
BIP Capital Management Services, LLC
RIAAtlanta, GA
Private Family Wealth Advisors
RIAAtlanta, GA
MCP Advisers, LLC
RIAAtlanta, GA
Gridline
RIAAtlanta, GA