# REGAL WEALTH MANAGEMENT, LLC

REGAL WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 305480
- Type: SEC-registered investment adviser
- SEC file number: 801-117357
- Location: 209 EAST 31ST STREET, NEW YORK, NY, 10016
- Phone: (212) 370-6060
- Latest filing: 2021-02-16
- Regulatory AUM: $114.7M
- Discretionary AUM: $114.0M
- Non-discretionary AUM: $747K
- Clients: 4
- Accounts: 135

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BELL RICHARD ANDREW | CHIEF COMPLIANCE OFFICER / INVESTMENT ADVISOR REPRESENTATIVE; CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR | — |
| KLARBERG BARRY JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305480/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305480/similar
- Related entities: https://search.stillhousedata.com/firm/305480/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305480

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.