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- Custodian
- Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-17-2020
- Office Locations
- 1
Office Locations
About Regimen Wealth, LLC
Regimen Wealth is an Atlanta-based wealth management firm delivering comprehensive financial planning for individuals and families, with personalized, transparent guidance through life transitions (retirement, divorce, college funding, inheritances). Planning is goals-driven and tax-focused, paired with ongoing portfolio construction using mutual funds and ETFs, custodied at Fidelity/NFS and supported by Addepar reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
IAN ALEXANDRE WEINSTEIN
Chief Executive Officer, Founder, Manager
- CRD
- #4146652
- Ownership
- 75% or more
AIKI ALTMETS
CHIEF OPERATING OFFICER, Investment Advisor, Manager
- CRD
- #5791609
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Jared Ross Haubenstock
Wealth Advisor
- CRD
- #6395246
Tracy Kasing
Financial Analyst, Candidate for CFP ® Certification
- CRD
- #8209100
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,160,462 | $494,797 |
| Non-Discretionary | $0 | -- |
| Total | $365,160,462 | $494,797 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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