REGAL WEALTH MANAGEMENT, LLC
CRD #305480 SEC #801-117357 NEW YORK, NY (212) 370-6060
SEC Registered
Total AUM
$91M
Discretionary
$91M
Employees
4
Clients
0
Accounts
95
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $114.7M | $114M | $746.9K | 4 | 0 |
| Jul 2020 | $91M | $91M | $0 | 4 | 0 |
| Jul 2020 | $91M | $91M | $0 | 4 | 0 |
| Jun 2020 | $91M | $91M | $0 | 4 | 0 |
| Mar 2020 | $91M | $91M | $0 | 4 | 0 |
| Feb 2020 | $91M | $91M | $0 | 4 | 0 |
| Jan 2020 | $91M | $91M | $0 | 4 | 0 |
| Nov 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2019 | $0 | $0 | $0 | 4 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2021
Total AUM$114.7M
Discretionary$114M
Non-Disc.$746.9K
Employees4
Clients0
DateJul 2020
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0