Regimen Wealth, LLC

Regimen Wealth, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in June 2020, the firm is owned by Ian Alexandre Weinstein and Aiki Altmets. As of December 31, 2024, Regimen Wealth managed $330,666,701 in assets on a discretionary basis. The firm provides a range of financial planning services, including cash flow analysis, retirement planning, and tax planning. Investment portfolios are managed on a discretionary basis, primarily utilizing exchange-traded funds (ETFs), equity securities, mutual funds, and other investment vehicles. Clients have the option to engage Regimen Wealth for comprehensive financial planning services if they have $3,250,000 or more in assets under management. Fees are charged based on assets under management, with a tiered fee structure ranging from 1.25% to 0.50%. Regimen Wealth recommends the use of National Financial Services LLC and Fidelity Brokerage Services LLC for custody and brokerage services. The firm exercises investment discretion on behalf of clients and does not vote client securities. Regimen Wealth does not provide compensation to third-party solicitors for client referrals and has not been involved in any material legal or disciplinary events.