REGAL WEALTH GROUP INC.
CRD #138374 SEC #801-65444 SEAL BEACH, CA 562-799-1929
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $190.9M | $190.9M | $0 | 5 | 0 |
| Mar 2023 | $190.9M | $190.9M | $0 | 5 | 0 |
| Oct 2022 | $233.6M | $233.6M | $0 | 5 | 0 |
| Apr 2022 | $233.6M | $233.6M | $0 | 5 | 0 |
| Mar 2022 | $233.6M | $233.6M | $0 | 5 | 0 |
| Mar 2021 | $212.6M | $212.6M | $0 | 4 | 0 |
| Dec 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Oct 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Sep 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Sep 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Jun 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Jun 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Mar 2020 | $196.4M | $196.4M | $0 | 4 | 0 |
| Mar 2019 | $163.3M | $163.3M | $0 | 4 | 0 |
| Oct 2018 | $176.5M | $176.5M | $0 | 4 | 0 |
| Mar 2018 | $176.5M | $176.5M | $0 | 4 | 0 |
| Mar 2017 | $150.9M | $150.9M | $0 | 4 | 300 |
| Mar 2016 | $140.6M | $140.6M | $0 | 4 | 300 |
| Mar 2015 | $144.4M | $144.4M | $0 | 4 | 300 |
| Mar 2014 | $134.3M | $134.3M | $0 | 4 | 300 |
| Mar 2013 | $121M | $121M | $0 | 4 | 300 |
| Nov 2012 | $117.5M | $117.5M | $30K | 4 | 300 |
| Apr 2012 | $117.5M | $117.5M | $30K | 1 | 300 |
| Apr 2011 | $119.9M | $119.5M | $374.6K | 5 | -- |
| Mar 2009 | $87M | $58M | $29M | 5 | -- |
| Mar 2008 | $155.5M | $96.5M | $59M | 5 | -- |
| Apr 2007 | $146M | $51.5M | $94.5M | 5 | -- |
| Mar 2007 | $148.4M | $148.4M | $0 | 5 | -- |
| Mar 2007 | $148.4M | $148.4M | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2023
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2015
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees4
Clients300
DateNov 2012
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$30K
Employees4
Clients300
DateApr 2012
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$30K
Employees1
Clients300
DateApr 2011
Total AUM$119.9M
Discretionary$119.5M
Non-Disc.$374.6K
Employees5
Clients--
DateMar 2009
Total AUM$87M
Discretionary$58M
Non-Disc.$29M
Employees5
Clients--
DateMar 2008
Total AUM$155.5M
Discretionary$96.5M
Non-Disc.$59M
Employees5
Clients--
DateApr 2007
Total AUM$146M
Discretionary$51.5M
Non-Disc.$94.5M
Employees5
Clients--
DateMar 2007
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--