Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. New clients typically have investable assets exceeding $750,000. Proud sponsors of numerous community minded non-profits.
View Top Employees from Regency Wealth Management| Website | http://www.regencywealth.com |
| Revenue | $218000 |
| Employees | 11 (7 on RocketReach) |
| Founded | 2004 |
| Address | 500 North Franklin Turnpike Suite 212, Ramsey, New Jersey 07446, US |
| Phone | (201) 447-5850 |
| Fax | (201) 447-5808 |
| Technologies |
JavaScript,
HTML,
PHP
+23 more
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| Industry | Financial Services, Finance, Finance General |
| Web Rank | 25 Million |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Regency Wealth Management Questions
The Regency Wealth Management annual revenue was $218000 in 2024.
Andrew Aran is the Managing Partner of Regency Wealth Management.
7 people are employed at Regency Wealth Management.
Regency Wealth Management is based in Ramsey, New Jersey.
The NAICS codes for Regency Wealth Management are [523, 52392, 523920, 52, 5239].
The SIC codes for Regency Wealth Management are [628, 62].
Top Regency Wealth Management Employees
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ViewMark Reitsma
Managing Partner at Regency Wealth Management
North Haledon, New Jersey, United States15 -
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