REGENT WEALTH MANAGEMENT, INC.
CRD #150197 SEC #801-70180 TULSA, OK 918-622-1466
SEC Registered
Total AUM
$68.7M
Discretionary
$35.6M
Employees
3
Clients
26
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2019 | $68.7M | $35.6M | $33.2M | 3 | 0 |
| Jul 2019 | $68.7M | $35.6M | $33.2M | 3 | 0 |
| Jul 2019 | $68.7M | $35.6M | $33.2M | 3 | 0 |
| Jun 2019 | $68.7M | $35.6M | $33.2M | 3 | 0 |
| Jun 2019 | $68.7M | $35.6M | $33.2M | 3 | 0 |
| Mar 2019 | $68.7M | $35.6M | $33.2M | 3 | 0 |
| Mar 2018 | $90.7M | $47.2M | $43.4M | 3 | 0 |
| Mar 2017 | $91.9M | $43.6M | $48.3M | 3 | 200 |
| Apr 2016 | $93M | $55.5M | $37.5M | 3 | 200 |
| Feb 2015 | $104.8M | $62.5M | $42.3M | 3 | 200 |
| Mar 2014 | $110M | $65.3M | $44.7M | 3 | 200 |
| Apr 2013 | $103.1M | $42.1M | $61M | 3 | 200 |
| Mar 2012 | $91.7M | $2M | $89.7M | 1 | 200 |
| Mar 2011 | $83.4M | $2.7M | $80.7M | 5 | -- |
| Dec 2010 | $72.3M | $0 | $72.3M | 5 | -- |
| Aug 2010 | $72.3M | $0 | $72.3M | 5 | -- |
| Jun 2010 | $72.3M | $0 | $72.3M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateJul 2019
Total AUM$68.7M
Discretionary$35.6M
Non-Disc.$33.2M
Employees3
Clients0
DateJul 2019
Total AUM$68.7M
Discretionary$35.6M
Non-Disc.$33.2M
Employees3
Clients0
DateJul 2019
Total AUM$68.7M
Discretionary$35.6M
Non-Disc.$33.2M
Employees3
Clients0
DateJun 2019
Total AUM$68.7M
Discretionary$35.6M
Non-Disc.$33.2M
Employees3
Clients0
DateJun 2019
Total AUM$68.7M
Discretionary$35.6M
Non-Disc.$33.2M
Employees3
Clients0
DateMar 2019
Total AUM$68.7M
Discretionary$35.6M
Non-Disc.$33.2M
Employees3
Clients0
DateMar 2018
Total AUM$90.7M
Discretionary$47.2M
Non-Disc.$43.4M
Employees3
Clients0
DateMar 2017
Total AUM$91.9M
Discretionary$43.6M
Non-Disc.$48.3M
Employees3
Clients200
DateApr 2016
Total AUM$93M
Discretionary$55.5M
Non-Disc.$37.5M
Employees3
Clients200
DateFeb 2015
Total AUM$104.8M
Discretionary$62.5M
Non-Disc.$42.3M
Employees3
Clients200
DateMar 2014
Total AUM$110M
Discretionary$65.3M
Non-Disc.$44.7M
Employees3
Clients200
DateApr 2013
Total AUM$103.1M
Discretionary$42.1M
Non-Disc.$61M
Employees3
Clients200
DateMar 2012
Total AUM$91.7M
Discretionary$2M
Non-Disc.$89.7M
Employees1
Clients200
DateMar 2011
Total AUM$83.4M
Discretionary$2.7M
Non-Disc.$80.7M
Employees5
Clients--
DateDec 2010
Total AUM$72.3M
Discretionary$0
Non-Disc.$72.3M
Employees5
Clients--
DateAug 2010
Total AUM$72.3M
Discretionary$0
Non-Disc.$72.3M
Employees5
Clients--
DateJun 2010
Total AUM$72.3M
Discretionary$0
Non-Disc.$72.3M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--