Regency Wealth Management
Regency Wealth Management is an SEC-registered wealth manager in Ramsey, NJ with $642.6M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Regency Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131208, SEC 801-72134, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $642.6M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Ramsey, NJ
- Employees
- 8
- Clients
- 312
- CRD
- 131208
- Ownership
- PARKER, TIMOTHY, GLENN; ARAN, ANDREW, MICHAEL; REITSMA, MARK, DAVID; KABOT, BRYAN, DAVID; ANDRAOS, MARK, MEENA
How much AUM does Regency Wealth Management have?
Regency Wealth Management reported $642.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Regency Wealth Management?
Disclosed owners and executives of Regency Wealth Management include PARKER, TIMOTHY, GLENN, ARAN, ANDREW, MICHAEL, REITSMA, MARK, DAVID, KABOT, BRYAN, DAVID, ANDRAOS, MARK, MEENA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.