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Regimen Wealth, LLC
Regimen Wealth, LLC is an SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in June 2020, the firm provides a range of financial planning, consulting, and investment management services to individuals and institutional clients. As of July 2025, the firm employs approximately 6 people and is committed to fiduciary standards, offering transparent, fee-based advisory services with a focus on long-term client relationships.
Investment Strategy
Regimen Wealth, LLC employs a fee-based investment advisory approach, offering personalized investment management tailored to each client's specific financial goals and risk tolerance. The firm utilizes diversified portfolios consisting of equities, fixed income, and exchange-traded funds (ETFs), with an emphasis on transparency, fiduciary responsibility, and objective advice. By avoiding commissions, Regimen Wealth aligns its interests with clients and focuses on developing long-term wealth strategies through disciplined financial planning and regular portfolio review.
Latest 13F Filing Activity
Regimen Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 74 equity positions with a total 13F market value of $322M. The fund increased holdings in Vanguard Mun BD FDS, Fidelity Covington Trust, Capital Group Dividend Value among other positions. Regimen Wealth, LLC reduced exposure to Ishares TR, Pacer FDS TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HDV | ISHARES TR | 8.29% | $26.7M | 227,877 | $103.86 | $117.17 | -$5.2M |
F FBND | FIDELITY MERRIMACK STR TR | 6.97% | $22.5M | 490,758 | $45.61 | $45.75 | -$4.9M |
V VTEB | VANGUARD MUN BD FDS | 6.61% | $21.3M | 434,319 | $49.07 | $49.03 | +$19.6M |
U USFR | WISDOMTREE TR | 6.57% | $21.2M | 420,794 | $50.28 | $50.31 | +$47.9K |
A AGG | ISHARES TR | 5.99% | $19.3M | 194,312 | $98.61 | $99.20 | +$772.7K |
Industry Allocation
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