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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REGIMEN WEALTH, LLC

CRD 309672

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93eb2947-ce2c-aef6-bb62-a1261f84cb0d

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Jun 18, 2020 to Jun 15, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $365MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $365M
Private client RAUM: $365MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $73.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 738
Individual clients: 86
High net worth clients: 130
SEC number: 801-119088
CIK: 1963863
CRD: 309672
Filings on the tape: 22
First filed: Jun 18, 2020
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
IAN ALEXANDRE WEINSTEIN	Chartered Financial Consultant	ATLANTA, GA	6	26	1	no
AIKI ALTMETS	Certified Financial Planner	ATLANTA, GA	6	14	3	no
Jared Ross Haubenstock	Certified Financial Planner	ATLANTA, GA	5	10	1	no
Taylor Morgan Moody	n/a	ATLANTA, GA	4	10	1	no
Tracy Kasing	Certified Financial Planner	ATLANTA, GA	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTMETS, AIKI	CHIEF OPERATING OFFICER AND MANAGER	A	yes	07/2020	Jul 31, 2020	Oct 29, 2024
WEINSTEIN, IAN, ALEXANDRE	CHIEF EXECUTIVE OFFICER AND MANAGER	E	yes	07/2020	Jul 31, 2020	Oct 29, 2024
Kasting, Jonathan, G	CHIEF COMPLIANCE OFFICER	Na	no	11/2021	Nov 22, 2021	Oct 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 10, 2026	$365M	$365M	6	4	n/a	n/a
2024	Mar 12, 2025	$331M	$331M	6	4	n/a	n/a
2023	Mar 4, 2024	$295M	$295M	7	4	n/a	n/a
2022	Mar 1, 2023	$245M	$245M	6	4	n/a	n/a
2021	Mar 10, 2022	$277M	$277M	5	3	n/a	n/a
2020	Feb 26, 2021	$232M	$232M	6	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$365M	$331M	10.4%	$245M	14.2%	6	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	4	Aug 3, 2020	Apr 18, 2022	ATLANTA, GA	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (6)

← Tracy KasingAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← Taylor Morgan MoodyAdvisorregistration: current employment
Apr 18, 2022 to presentfactForm ADV
← Jared Ross HaubenstockAdvisorregistration: current employment
Jan 12, 2021 to presentfactForm ADV
← IAN ALEXANDRE WEINSTEINAdvisorregistration: current employment
Jul 31, 2020 to presentfactForm ADV
← AIKI ALTMETSAdvisorregistration: current employment
Jul 31, 2020 to presentfactForm ADV
← ALEXANDER S GARRETTAdvisorregistration: previous registration
Feb 23, 2023 to Feb 29, 2024factForm ADV

Controls (2)

← WEINSTEIN, IAN, ALEXANDREOwnerCHIEF EXECUTIVE OFFICER AND MANAGER, ownership code E, individual
Jul 31, 2020 to Oct 29, 2024factForm ADV
← ALTMETS, AIKIOwnerCHIEF OPERATING OFFICER AND MANAGER, ownership code A, individual
Jul 31, 2020 to Oct 29, 2024factForm ADV

Owns (1)

← Kasting, Jonathan, GOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 22, 2021 to Oct 29, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser4 advisors, team lift out
Aug 3, 2020 to Apr 18, 2022factForm ADV

Dated events

Occurred
Feb 29, 2024
Advisor changed firm
Alexander S Garrett left Regimen Wealth, Llc for Svb Wealth (registered 2025-02-19)
Form ADVobserved 5 days ago
Occurred
Jul 31, 2020
Control person joined
Alexandre Ian Weinstein (Chief Executive Officer And Manager) appeared on Schedule A of Regimen Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Jul 31, 2020
Control person joined
Aiki Altmets (Chief Compliance Officer, Chief Operating Officer And Manager) appeared on Schedule A of Regimen Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Jul 31, 2020
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Regimen Wealth, Llc (listed 2020-07-07, absent 2020-07-31)
Form ADVobserved 5 days ago
Occurred
Jun 18, 2020
First Form ADV filing
Azalea Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93eb2947-ce2c-aef6-bb62-a1261f84cb0d
First observed: Jun 18, 2020
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REGIMEN WEALTH, LLC

CRD 309672

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93eb2947-ce2c-aef6-bb62-a1261f84cb0d

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IAN ALEXANDRE WEINSTEIN

Chartered Financial Consultant

ATLANTA, GA

AIKI ALTMETS

Certified Financial Planner

ATLANTA, GA

Jared Ross Haubenstock

Certified Financial Planner

ATLANTA, GA

Taylor Morgan Moody

n/a

ATLANTA, GA

Tracy Kasing

Certified Financial Planner

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTMETS, AIKI

CHIEF OPERATING OFFICER AND MANAGER

yes

07/2020

Jul 31, 2020

Oct 29, 2024

WEINSTEIN, IAN, ALEXANDRE

CHIEF EXECUTIVE OFFICER AND MANAGER

yes

07/2020

Jul 31, 2020

Oct 29, 2024

Kasting, Jonathan, G

CHIEF COMPLIANCE OFFICER

11/2021

Nov 22, 2021

Oct 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$365M

n/a

2024

Mar 12, 2025

$331M

n/a

2023

Mar 4, 2024

$295M

n/a

2022

Mar 1, 2023

$245M

n/a

2021

Mar 10, 2022

$277M

n/a

2020

Feb 26, 2021

$232M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$365M

$331M

10.4%

$245M

14.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Aug 3, 2020

Apr 18, 2022

ATLANTA, GA

Team lift out

Ibd to new firm

0.0%