Regimen Wealth, LLC

Regimen Wealth, LLC (CRD# 309672) is a financial advisory firm headquartered in Atlanta, GA. They manage $295,449,989 in 718 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3300 Riverwood Parkway, Suite 1030, Atlanta, GA 30339
https://www.linkedin.com/company/regimen-wealth/about/
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $411,490
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, NE, NH, TX

Financial Advisors at Regimen Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Aiki Altmets, financial advisor Atlanta GA
Aiki Altmets
CRD#: 5791609
3300 Riverwood Parkway, Suite 1030, Atlanta, GA 30339

Aiki Altmets (CRD# 5791609) is an Investment Advisor Representative working at Regimen Wealth, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

2
Jared Haubenstock, financial advisor Atlanta GA
Jared R. Haubenstock
CRD#: 6395246
3300 Riverwood Parkway, Suite 1030, Atlanta, GA 30339

Jared Haubenstock (CRD# 6395246) is an Investment Advisor Representative working at Regimen Wealth, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

3
Ian Weinstein, financial advisor Atlanta GA
Ian A. Weinstein
CRD#: 4146652
3300 Riverwood Parkway, Suite 1030, Atlanta, GA 30339

Ian Weinstein (CRD# 4146652) is an Investment Advisor Representative working at Regimen Wealth, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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