REGIMEN WEALTH, LLC

3300 Riverwood Parkway
Suite 1030
Atlanta, Georgia 30339
Tel: 770-738-8200

About REGIMEN WEALTH, LLC

REGIMEN WEALTH, LLC, formally registered with the SEC as REGIMEN WEALTH, LLC. The firm was established in 07/17/2020. They have over 1 offices throughout the country.

REGIMEN WEALTH, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $295,449,989 assets under management, offering retirement planning & investment advisory services to 718 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309672
SEC#	801-119088
Assets Managed by Firm	$295,449,989
No. of Clients	718
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	718	$295,449,989
Individuals (other than high net worth individuals)	120	$62,613,423
High net worth individuals	96	$232,836,566

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