Regimen Wealth, LLC
Regimen Wealth, LLC is an SEC-registered wealth manager in Atlanta, GA with $365.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Regimen Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309672, SEC 801-119088, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $365.2M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 6
- Clients
- 216
- CRD
- 309672
- Ownership
- BERNSTEIN, DANIEL, ADAM; WILSON, KRISTIN, BLEY; Kasting, Jonathan, G; WEINSTEIN, IAN, ALEXANDRE; ALTMETS, AIKI
How much AUM does Regimen Wealth, LLC have?
Regimen Wealth, LLC reported $365.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Regimen Wealth, LLC?
Disclosed owners and executives of Regimen Wealth, LLC include BERNSTEIN, DANIEL, ADAM, WILSON, KRISTIN, BLEY, Kasting, Jonathan, G, WEINSTEIN, IAN, ALEXANDRE, ALTMETS, AIKI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.