Regimen Wealth, Llc
- Regulatory AUM
- $365M
- Discretionary
- $365M
- Clients
- 216
- Avg AUM / client
- $1.7M
- Accounts
- 738
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $42.4M | 11.6% |
| High net worth individuals | 130 | $323M | 88.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aiki Altmets | Chief Operating Officer And Manager | CFP | Jul 2020 (6y) | 5% – 10% |
| Ian Alexandre Weinstein | Chief Executive Officer And Manager | Chartered Financial Consultant | Jul 2020 (6y) | 75% or more |
| Kasting, Jonathan, G | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Jared Ross Haubenstock | Registered representative | CFP | Jan 2021 (6y) | |
| Taylor Morgan Moody | Registered representative | Apr 2022 (4y) | ||
| Tracy Kasing | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $362M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗