REGIMEN WEALTH, LLC

REGIMEN WEALTH, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 309672). Regulatory assets under management: $365.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Jonathan G KastingCHIEF COMPLIANCE OFFICERCincinnati, OH
Ian Alexandre WeinsteinCHIEF EXECUTIVE OFFICER AND MANAGER
Aiki AltmetsCHIEF OPERATING OFFICER AND MANAGER
BERNSTEIN DANIEL ADAMCHIEF COMPLIANCE OFFICER
WILSON KRISTIN BLEYCHIEF COMPLIANCE OFFICER
WEINSTEIN IAN ALEXANDRECHIEF EXECUTIVE OFFICER AND MANAGER
ALTMETS AIKICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND MANAGER; CHIEF OPERATING OFFICER AND MANAGER
Kasting Jonathan GCHIEF COMPLIANCE OFFICER

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