SEC Form ADV · CIK 1727342

REGENCY WEALTH MANAGEMENT

Firm profile: Regency Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ

$642.6M

Assets Under Management

1,257

Total Clients

Employees

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Registration Details

CIK: 1727342
Accession: CRD-131208
Location: RAMSEY, NJ
Filing Date: March 17, 2026
AUM: $642.6M
Total Clients: 1,257
Institutional Clients: 22
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

REGENCY WEALTH MANAGEMENT is a registered investment adviser headquartered in RAMSEY, NJ, managing approximately $642.6M in assets across 1,257 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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