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, owner-operated registered investment adviser that began SEC registration in 2020. The firm focuses on individual and family clients and offers financial planning, ongoing portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines a percentage-of-assets arrangement with fixed fees. Regimen identifies itself as a capital allocator, which aligns with its use of third‑party managers for certain strategies. The adviser is not positioned as an ESG investor and does not report a multi‑state registration profile. Services are geared toward discretionary portfolio management and comprehensive planning rather than institutional pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Tracy Kasing
Financial AnalystCRD 8209100
Jared Haubenstock
Wealth AdvisorCRD 6395246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$358M in ETFs
64%
$229M
32%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE HIGH DIVIDEND ETF (HDV) | BlackRock | Passive | Large Value | $31.9M | 235,382 | 8.91% |
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
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