REGIMEN WEALTH, LLC
CRD #309672 SEC #801-119088 ATLANTA, GA 770-738-8200
SEC Registered
Total AUM
$330.7M
Discretionary
$330.7M
Employees
6
Clients
101
Accounts
729
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $330.7M | $330.7M | $0 | 6 | 0 |
| Nov 2025 | $330.7M | $330.7M | $0 | 6 | 0 |
| Jul 2025 | $330.7M | $330.7M | $0 | 6 | 0 |
| Mar 2025 | $330.7M | $330.7M | $0 | 6 | 0 |
| Oct 2024 | $295.4M | $295.4M | $0 | 7 | 0 |
| Mar 2024 | $295.4M | $295.4M | $0 | 7 | 0 |
| Jan 2024 | $245.4M | $245.4M | $0 | 6 | 0 |
| Mar 2023 | $245.4M | $245.4M | $0 | 6 | 0 |
| Mar 2022 | $277M | $277M | $0 | 5 | 0 |
| Nov 2021 | $231.7M | $231.7M | $0 | 6 | 0 |
| Oct 2021 | $231.7M | $231.7M | $0 | 6 | 0 |
| Oct 2021 | $231.7M | $231.7M | $0 | 6 | 0 |
| Jun 2021 | $231.7M | $231.7M | $0 | 6 | 0 |
| Apr 2021 | $231.7M | $231.7M | $0 | 6 | 0 |
| Feb 2021 | $231.7M | $231.7M | $0 | 6 | 0 |
| Oct 2020 | $190.6M | $190.6M | $0 | 6 | 0 |
| Jul 2020 | $0 | $0 | $0 | 7 | 0 |
| Jul 2020 | $0 | $0 | $0 | 1 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2025
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$295.4M
Discretionary$295.4M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0