SourcingSourcing

REGIMEN WEALTH, LLC

C27
CRD 309672·SEC 801-119088·ATLANTA, GA
AUM
$365.2M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REGIMEN WEALTH, LLC
CRD
309672
SEC file #
801-119088
EIN
813105755
DBA names
Azalea Advisors, LlcRegimen Wealth, Llc

Economics

AUM
$365.2M
AUM band
$100M-$500M
AUM trajectory
'21'26
$190.6M → $365.2M▲ +92%
Client mix
Individuals High Net Worth130
Individuals Other86

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
2 advisors → 4 advisors▲ +100%
Primary office
ATLANTA GA
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
linkedin.com/company/regimen-wealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEINSTEIN, IAN, ALEXANDRE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WEINSTEIN, IAN, ALEXANDRE
ALTMETS, AIKI
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001963863
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-06
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001765380-26-000178

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fidelity3
Edgar Addresses
Mailing
300 GALLERIA PKWY SESUITE 1020ATLANTA, GA 30339
Business
300 GALLERIA PKWY SESUITE 1020ATLANTA, GA 30339
Edgar EIN
813105755
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000178
13F-HR2026-02-09 · 0001963863-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4146652
Trust Company Affiliate
No

People (6)

6
WEINSTEIN, IAN, ALEXANDRE
IAR · Direct Owner · 87.5%
4146652
ALTMETS, AIKI
IAR · Direct Owner · 7.5%
5791609
KASTING, JONATHAN, GLENN
Executive Officer · 2.5%
7176479
Tracy Kasing
IAR
8209100
Taylor Morgan Moody
IAR
6790819
Jared Ross Haubenstock
IAR
6395246