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.
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 |