REGENT WEALTH MANAGEMENT GROUP, INC.
Legal name: REGENT WEALTH MANAGEMENT GROUP
CRD #113722 SEC #801-60412 WOODBRIDGE, CT 203-387-7887
SEC Registered
Total AUM
$263M
Discretionary
$258M
Employees
4
Clients
0
Accounts
639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2019 | $263M | $258M | $5M | 4 | 0 |
| Mar 2019 | $263M | $258M | $5M | 4 | 0 |
| Jul 2018 | $292.4M | $286.9M | $5.5M | 5 | 6 |
| Jun 2018 | $292.4M | $286.9M | $5.5M | 5 | 6 |
| Mar 2018 | $292.4M | $286.9M | $5.5M | 5 | 5 |
| Mar 2017 | $278.4M | $275.4M | $3M | 5 | 200 |
| Mar 2016 | $248.5M | $246.2M | $2.4M | 5 | 200 |
| Mar 2015 | $260.5M | $257.9M | $2.6M | 5 | 200 |
| Sep 2014 | $245.6M | $243.3M | $2.3M | 6 | 200 |
| Apr 2014 | $245.6M | $243.3M | $2.3M | 6 | 200 |
| Mar 2014 | $245.6M | $243.3M | $2.3M | 6 | 200 |
| Feb 2014 | $245.6M | $243.3M | $2.3M | 6 | 200 |
| Sep 2013 | $243.2M | $240.1M | $3.1M | 6 | 200 |
| Sep 2013 | $243.2M | $240.1M | $3.1M | 6 | 200 |
| Mar 2013 | $243.2M | $240.1M | $3.1M | 6 | 200 |
| Nov 2012 | $259.6M | $256.5M | $3.1M | 7 | 263 |
| Mar 2012 | $259.6M | $256.5M | $3.1M | 6 | 263 |
| Mar 2011 | $249.9M | $243.5M | $6.3M | 10 | -- |
| May 2010 | $212.3M | $199.2M | $13.1M | 10 | -- |
| Mar 2007 | $243.2M | $231.2M | $12.1M | 10 | -- |
| Feb 2006 | $190M | $182.1M | $8M | 10 | -- |
| Mar 2004 | $131.4M | $112.2M | $19.2M | 10 | -- |
| Apr 2002 | $113.2M | $62.5M | $50.7M | 10 | -- |
| Apr 2002 | $113.2M | $62.5M | $50.7M | 10 | -- |
| Jul 2001 | $128M | $68M | $60M | 5 | -- |
DateOct 2019
Total AUM$263M
Discretionary$258M
Non-Disc.$5M
Employees4
Clients0
DateMar 2019
Total AUM$263M
Discretionary$258M
Non-Disc.$5M
Employees4
Clients0
DateJul 2018
Total AUM$292.4M
Discretionary$286.9M
Non-Disc.$5.5M
Employees5
Clients6
DateJun 2018
Total AUM$292.4M
Discretionary$286.9M
Non-Disc.$5.5M
Employees5
Clients6
DateMar 2018
Total AUM$292.4M
Discretionary$286.9M
Non-Disc.$5.5M
Employees5
Clients5
DateMar 2017
Total AUM$278.4M
Discretionary$275.4M
Non-Disc.$3M
Employees5
Clients200
DateMar 2016
Total AUM$248.5M
Discretionary$246.2M
Non-Disc.$2.4M
Employees5
Clients200
DateMar 2015
Total AUM$260.5M
Discretionary$257.9M
Non-Disc.$2.6M
Employees5
Clients200
DateSep 2014
Total AUM$245.6M
Discretionary$243.3M
Non-Disc.$2.3M
Employees6
Clients200
DateApr 2014
Total AUM$245.6M
Discretionary$243.3M
Non-Disc.$2.3M
Employees6
Clients200
DateMar 2014
Total AUM$245.6M
Discretionary$243.3M
Non-Disc.$2.3M
Employees6
Clients200
DateFeb 2014
Total AUM$245.6M
Discretionary$243.3M
Non-Disc.$2.3M
Employees6
Clients200
DateSep 2013
Total AUM$243.2M
Discretionary$240.1M
Non-Disc.$3.1M
Employees6
Clients200
DateSep 2013
Total AUM$243.2M
Discretionary$240.1M
Non-Disc.$3.1M
Employees6
Clients200
DateMar 2013
Total AUM$243.2M
Discretionary$240.1M
Non-Disc.$3.1M
Employees6
Clients200
DateNov 2012
Total AUM$259.6M
Discretionary$256.5M
Non-Disc.$3.1M
Employees7
Clients263
DateMar 2012
Total AUM$259.6M
Discretionary$256.5M
Non-Disc.$3.1M
Employees6
Clients263
DateMar 2011
Total AUM$249.9M
Discretionary$243.5M
Non-Disc.$6.3M
Employees10
Clients--
DateMay 2010
Total AUM$212.3M
Discretionary$199.2M
Non-Disc.$13.1M
Employees10
Clients--
DateMar 2007
Total AUM$243.2M
Discretionary$231.2M
Non-Disc.$12.1M
Employees10
Clients--
DateFeb 2006
Total AUM$190M
Discretionary$182.1M
Non-Disc.$8M
Employees10
Clients--
DateMar 2004
Total AUM$131.4M
Discretionary$112.2M
Non-Disc.$19.2M
Employees10
Clients--
DateApr 2002
Total AUM$113.2M
Discretionary$62.5M
Non-Disc.$50.7M
Employees10
Clients--
DateApr 2002
Total AUM$113.2M
Discretionary$62.5M
Non-Disc.$50.7M
Employees10
Clients--
DateJul 2001
Total AUM$128M
Discretionary$68M
Non-Disc.$60M
Employees5
Clients--