Andrew Aran, CFA, Co-Founder and Managing Partner of Regency Wealth Management Assumes New Client Development Role News & Updates | April 21, 2025
Regency Wealth Management Completes 2025 SEC Investment Advisory Filing News & Updates | April 1, 2025
Regency Wealth Management is excited to announce the promotion of Tim Parker, CFA to Chief Executive Officer News & Updates | December 5, 2024
Regency Wealth Management reaches $500 Million in Regulatory Assets Under Management! News & Updates | July 22, 2024
Regency Wealth Management reaches $485 Million in Regulatory Assets Under Management! News & Updates | March 28, 2024
Regency Wealth Management is excited to announce the promotion of Mark Andraos, CFA, CFP® to Partner of the firm. News & Updates | January 9, 2024
Regency Wealth Management reaches $448 Million in Regulatory Assets Under Management! News & Updates | March 15, 2023
