Regency Wealth Management (Regency) is excited to announce it has just completed its 2021 investment advisory filing with the Securities & Exchange Commission (SEC). Regulatory assets under management (RAUM) grew to a new high-water mark of $378.5 million, an increase of 27.7% from $296.5 Million as of the 2020 filing. This also represents an average 16.3% annualized firm growth rate from $86.4 Million when it first filed with the SEC in 2011. Regency would like to thank its clients, employees, and associates for helping make the firm a success through the years and looks forward to continuing the mission of helping individuals, families, and institutions achieve their financial goals