Regimen Wealth

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3300 Riverwood Pkwy SE Ste 1030, Atlanta...

Phone Number

(770) 738-8200

Revenue

<$5 Million

Industry

Finance Securities Trading

About Regimen Wealth

Regimen Wealth is a financial advisory firm based in Atlanta, GA, specializing in personalized financial planning and wealth management. They offer tailored strategies for retirement, investments, and legacy planning, focusing on achieving financial clarity for individuals and families. The firm emphasizes a client-first approach, providing compassionate guidance through significant life milestones and financial decisions. Regimen Wealth aims to empower clients with transparent advice and a comprehensive roadmap to meet their long-term financial goals.Explore more
Regimen Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Regimen Wealth Org Chart

Ian Weinstein, Founder & Chief Executive Officer at Regimen Wealth
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Founder & Chief Executive Officer

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Senior Client Service Manager

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Compare Similar Companies to Regimen Wealth

Compare insights from companies similar to Regimen Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Regimen Wealth

<$5M
1-10
Private
-
-
Ian Weinstein, Founder & Chief Executive Officer at Regimen Wealth
Ian WeinsteinFounder & CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
1995
HR
Howard RichardsonFounding Partner and President
<$5M
1-10
Private
-
-
N/A
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Regimen Wealth Tech Stack

A closer look at the technologies used by Regimen Wealth

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Frequently Asked Questions Regarding Regimen Wealth

What is Regimen Wealth's official website?
Regimen Wealth's official website is www.regimenwealth.com
What is Regimen Wealth's Revenue?
Regimen Wealth's revenue is <$5 Million
What is Regimen Wealth's SIC code?
Regimen Wealth's SIC: 62,628
What is Regimen Wealth's NAICS code?
Regimen Wealth's NAICS: 52,523
How many employees does Regimen Wealth have?
Regimen Wealth has 1-10 employees
What industry does Regimen Wealth belong to?
Regimen Wealth is in the industry of: Finance, Securities Trading
What is Regimen Wealth competition?
Regimen Wealth top competitors include: Appaloosa Wealth Management, Sherwood Investment Services, Alliance Wealth Advisors, Sterling Total Wealth Solutions
What technology does Regimen Wealth use?
Some of the popular technologies that Regimen Wealth uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Google Tag Manager
How do I contact Regimen Wealth?
Regimen Wealth contact info: Phone number: (770) 738-8200 Website: www.regimenwealth.com
What does Regimen Wealth do?

Regimen Wealth is a financial advisory firm based in Atlanta, GA, specializing in personalized financial planning and wealth management. They offer tailored strategies for retirement, investments, and legacy planning, focusing on achieving financial clarity for individuals and families. The firm emphasizes a client-first approach, providing compass... ionate guidance through significant life milestones and financial decisions. Regimen Wealth aims to empower clients with transparent advice and a comprehensive roadmap to meet their long-term financial goals.Read More

What are Regimen Wealth social media links?
Regimen Wealth Linkedin page
Is Regimen Wealth a public company?
Regimen Wealth is private company therefore does not currently have an official ticker symbol
See more information about Regimen Wealth

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