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 $1,000,000. Proud sponsors of numerous community minded non-profits.
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The Regency Wealth Management annual revenue was $218000 in 2026.
Tim Parker is the Managing Partner and Chief Executive Officer of Regency Wealth Management.
9 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, 5239, 52, 523920].
The SIC codes for Regency Wealth Management are [628, 62].