Regency Wealth Management is thrilled to announce it has surpassed the high-water mark of $500 million in regulatory assets under management (RAUM) which represents a significant milestone in the history of the firm.
This achievement is a testament to the dedication of Regency and the trust of its clients, employees, and associates. Regency extends its deepest gratitude for their unwavering support in helping make the firm a success as it remains steadfast in its mission to help individuals, families, and institutions achieve their financial goals.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.