Regent Wealth Management, Inc.
Regent Wealth Management, Inc. is an SEC-registered mass-market adviser with $68.7M assets under management (AUM, regulatory AUM), -24% over one year. See who owns Regent Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150197, data through 2019-07-22.
- AUM (assets under management / regulatory AUM)
- $68.7M (2019-07-22)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 86
- CRD
- 150197
- Ownership
- LITTLE, HARVEY, LEWIS; BRYAN, TERRY, LEE; STITT, WILLIAM, PAUL; SPRINGER, MARK, LEONARD
How much AUM does Regent Wealth Management, Inc. have?
Regent Wealth Management, Inc. reported $68.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2019-07-22).
Who owns Regent Wealth Management, Inc.?
Disclosed owners and executives of Regent Wealth Management, Inc. include LITTLE, HARVEY, LEWIS, BRYAN, TERRY, LEE, STITT, WILLIAM, PAUL, SPRINGER, MARK, LEONARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.