Regimen Wealth, LLC
● SEC registered since 2020CRD 309672SEC# 801-119088Atlanta, GA
Reg. AUM
$365.2M
Employees
6
Accounts
738
Location
Atlanta, GA
Regimen Wealth, LLC assets under management
Regimen Wealth, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2020. It reports $365.2 million in regulatory assets under management and employs 6 people.
Regimen Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aiki Altmets Control | Chief Operating Officer And Manager | 5-10% | 2020 |
| Ian Alexandre Weinstein Control | Chief Executive Officer And Manager | Over 75% | 2020 |
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Regimen Wealth, LLC manage?
Regimen Wealth, LLC reports $365.2 million in regulatory assets under management on its Form ADV.
How many employees does Regimen Wealth, LLC have?
Regimen Wealth, LLC reports 6 employees.
Where is Regimen Wealth, LLC located?
Regimen Wealth, LLC is based in Atlanta, GA and has been SEC-registered since 2020.
Does Regimen Wealth, LLC disclose fund performance?
Regimen Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Riverwood Parkway, Suite 1030, Atlanta, GA 30339 |
| Phone | 770-738-8200 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1963863 |
| Discloses disciplinary history | No |
Regulatory AUM
$365.2M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$365.2Mregulatory AUM
Discretionary $365.2M