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REGENCY WEALTH MANAGEMENT

RAMSEY, NJ · CRD 131208 · IAPD ↗ · 201-447-5850

$642.6MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — REGENCY WEALTH MANAGEMENT crossed $500M in regulatory AUM ($484.6M -> $538.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.