# Regimen Wealth, LLC

> Regimen Wealth, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 309672
- Filed as: REGIMEN WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309672
- AdvisorCensus page: https://advisorcensus.com/firm/regimen-wealth-llc-atlanta-ga-309672

## Quick answers

**How is Regimen Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Regimen Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Regimen Wealth, LLC located?**
Regimen Wealth, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Regimen Wealth, LLC registered with the SEC or a state?**
Regimen Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309672.

**How much does Regimen Wealth, LLC manage?**
Regimen Wealth, LLC reports $365,160,462 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have Regimen Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Regimen Wealth, LLC: Regulatory assets under management: $231,661,943 in the October 2021 data and $365,160,462 in the October 2026 data, up 58%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Regimen Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (130); individuals (other than high net worth individuals) (86).

**Which custodians does Regimen Wealth, LLC use?**
Regimen Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets.

**Does Regimen Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309672

**Does Regimen Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 15, 2026 says: "Regimen does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Regimen does reserve the right to accept or decline a potential client for any reason in its sole discretion."

**What changed in Regimen Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $330,666,701 to $365,160,462 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Regimen does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Regimen does reserve the right to accept or decline a potential client for any reason in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $365,160,462
- Discretionary: $365,160,462
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $42,422,216 |
| High net worth individuals | 130 | $322,738,246 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, NH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- regimenwealth.com
- Facebook @regimenwealth
- LinkedIn @regimen-wealth
- X @regimenwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $231,661,943 | 6 | October 1, 2021 |
| October 2022 | $277,034,911 | 5 | March 10, 2022 |
| October 2023 | $245,370,627 | 6 | March 1, 2023 |
| October 2024 | $295,449,989 | 7 | March 4, 2024 |
| October 2025 | $330,666,701 | 6 | July 23, 2025 |
| October 2026 | $365,160,462 | 6 | June 15, 2026 |

Regulatory assets under management: $231,661,943 in the October 2021 data and $365,160,462 in the October 2026 data, up 58%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $330,666,701 to $365,160,462 (+10%).

### January 2026
- No longer registered or notice-filed in CO, NE.

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Regimen Wealth, LLC (CRD 309672): Form ADV filing data as of October 2026.