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Chief Executive Officer and Manager · Regimen Wealth, LLC

Ian A. Weinstein

CRD 4146652 · Named on Form ADV at one SEC-registered adviser

At a glance

Regimen Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $365 million in regulatory assets, lists Ian A. Weinstein on its Form ADV as Chief Executive Officer and Manager, a control person.

Firms and roles

  • Regimen Wealth, LLCChief Executive Officer and ManagerWealth manager · Atlanta, GA · $365M in regulatory assets

AtlasMembers

Ian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.