CRD: 326555
Regista Financial Strategies, LLC
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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2023
- Office Locations
- 1
Office Locations
About Regista Financial Strategies, LLC
Regista Financial Strategies is a Denver-based RIA providing holistic financial planning and investment management, including wealth and tax coordination, retirement planning, and employer retirement plans. The team works with individuals and entrepreneurs navigating major transitions—especially divorce and inheritance—building goal- and risk-aligned portfolios with ongoing monitoring. Uses RightCapital for client planning and supports custody through Schwab and Betterment.
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Investment Themes
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Owner & Executives
Akram J Hassan
Chief Compliance Officer, Owner
- CRD
- #6993432
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLE SHAWNA GRAHAM
--
- CRD
- #6458099
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,428,991 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,428,991 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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