Regency Wealth Management

Financial Services • Ramsey, New Jersey, United States • 11-20 Employees

Company overview

Headquarters	500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446, US
Phone number	+12014475850
Website	regencywealth.com
NAICS	52
Keywords	Investments, Trusts, Wealth Management, Financial Planning
Founded	2004
Employees	11-20
Socials

Key Contacts at Regency Wealth Management

Andrew M. Aran

Director Of Client Development

Tim Parker

Managing Partner And Chief Executive Officer

Daniel Scarpa

Director Of Accounting And Hr

Christine Greco

Director Of Client Operations

Regency Wealth Management Email Formats

Regency Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@regencywealth.com), used 53.8% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@regencywealth.com	53.8%
{first initial}{last name}	jdoe@regencywealth.com	46.2%

About Regency Wealth Management

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 revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$770,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

Regency Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Regency Wealth Management has never raised funding before.

Regency Wealth Management Tech Stack

Discover the technologies and tools that power Regency Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Vimeo

Video players

PWA

Miscellaneous

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Kinsta

Hosting

Frequently asked questions

Regency Wealth Management is located in Ramsey, New Jersey, US.

You can reach Regency Wealth Management at +12014475850.

Regency Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Regency Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.