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- Custodian
- American Funds · Ascensus · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2004
- Office Locations
- 1
Office Locations
About Regency Wealth Management
Regency Wealth Management is an independent, fee-only RIA in Ramsey, NJ providing fiduciary wealth management for individuals, families, and institutional investors. The team delivers integrated, goal-based planning across investments, tax, estate, and philanthropy, plus retirement income and multigenerational portfolio oversight. Advisors include CFA and CFP professionals and use a collaborative, consultative team model with proactive, high-touch service and values-based investing options.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY GLENN PARKER
Managing Partner, Partner
- CRD
- #2783267
- Ownership
- 25% but less than 50%
MARK DAVID REITSMA
Chief Compliance Officer
- CRD
- #4428584
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Ryan Kevin Hulsebos
Associate Portfolio Manager
- CRD
- #7627170
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $614,802,172 | $532,296 |
| Non-Discretionary | $27,802,728 | $272,576 |
| Total | $642,604,900 | $511,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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