stars 1 stars 2 stars 3

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.

Regency Wealth Management Questions

The Regency Wealth Management annual revenue was $218000 in 2026.

Tim Parker is the Managing Partner and Chief Executive Officer of Regency Wealth Management.

10 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, 52, 523920, 52392, 5239].

The SIC codes for Regency Wealth Management are [628, 62].

Top Regency Wealth Management Employees

View Similar People
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users