Regent Wealth Management Group

Financial Services • Woodbridge, Connecticut, United States • 1-10 Employees

Company overview

Headquarters	One Bradley Road, Suite 902, Woodbridge, Connecticut 06525, US
Phone number	+12033877887
Websites	regentwealth.com merceradvisors.com
NAICS	52
SIC	628
Keywords	Financial Planning And Wealth Management
Founded	1987
Employees	1-10
Socials

Key Contact at Regent Wealth Management Group

Alan Weiss

President

About Regent Wealth Management Group

Regent Wealth Management Group, founded in 1987, is a nationally recognized, fee-only private wealth management firm located in Woodbridge, Connecticut. Our focus is on holistic wealth management: investment management integrated with financial life planning. We’re a small firm dedicated to getting to really know each client and to giving intense personal service, while ensuring each client’s needs are treated with the highest priority. Our team is united in the belief that service is a way of life – and our client’s know that. For all the millions in assets that we manage, we know that the most important asset we hold is our clients’ trust. We earn it and maintain it by understanding each client’s situation, being responsive to individual concerns and proactively managing each portfolio. Our goal is to give each client the time, tools, personal service, and “best thinking” of our people and our strategic partners. Integrity, exceptional service, education: that’s our culture in a nutshell.

Regent Wealth Management Group revenue & valuation

Annual revenue	$4,000,000
Revenue per employee	$1,334,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Regent Wealth Management Group has never raised funding before.

Regent Wealth Management Group Tech Stack

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

Cloudflare Bot Management

Security

Adobe Client Data Layer

JavaScript frameworks

Adobe Target

A/B Testing

Elementor

Page builders

Cloudflare

CDN

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Adobe Experience Platform Launch

Tag managers

WordPress

Blogs

Yoast SEO

SEO

Frequently asked questions

Regent Wealth Management Group is located in Woodbridge, Connecticut, US.

You can reach Regent Wealth Management Group at +12033877887.

Regent Wealth Management Group was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.

Regent Wealth Management Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Regent Wealth Management Group

Alan Weiss

President

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