Active
REGENCY WEALTH MANAGEMENT
Investment Advice|RAMSEY, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$538.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 517.3M |
| Non-Discretionary | 21.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 131208 |
| SEC Number | 801-72134 |
| Street Address | 500 NORTH FRANKLIN TURNPIKE |
| Street Address 2 | SUITE 212 |
| Location | RAMSEY, NJ 07446 |
| Country | United States |
| Phone | 201-447-5850 |
| Fax | 201-447-5808 |
| Total Employees | 10 |
Client Count by Type (291 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 165 |
| Individuals (other than H… | 97 |
| Charitable Organizations | 20 |
| Pension/Profit Sharing Pl… | 6 |
| Corporations/Businesses | 3 |
Community Partners
BOROUGH OF ALLENDALE
BOROUGH OF ALPINE
BOROUGH OF BERGENFIELD
BOROUGH OF BOGOTA
BOROUGH OF CARLSTADT
BOROUGH OF CLIFFSIDE PARK
BOROUGH OF CLOSTER
BOROUGH OF CRESSKILL
BOROUGH OF DEMAREST
BOROUGH OF DUMONT
BOROUGH OF EAST RUTHERFORD
BOROUGH OF EDGEWATER
BOROUGH OF ELMWOOD PARK
BOROUGH OF EMERSON
BOROUGH OF ENGLEWOOD CLIFFS
BOROUGH OF FAIR LAWN
BOROUGH OF FAIRVIEW
BOROUGH OF FORT LEE
BOROUGH OF FRANKLIN LAKES
BOROUGH OF GLEN ROCK
BOROUGH OF ALLENDALE
BOROUGH OF ALPINE
BOROUGH OF BERGENFIELD
BOROUGH OF BOGOTA
BOROUGH OF CARLSTADT
BOROUGH OF CLIFFSIDE PARK
BOROUGH OF CLOSTER
BOROUGH OF CRESSKILL
BOROUGH OF DEMAREST
BOROUGH OF DUMONT
BOROUGH OF EAST RUTHERFORD
BOROUGH OF EDGEWATER
BOROUGH OF ELMWOOD PARK
BOROUGH OF EMERSON
BOROUGH OF ENGLEWOOD CLIFFS
BOROUGH OF FAIR LAWN
BOROUGH OF FAIRVIEW
BOROUGH OF FORT LEE
BOROUGH OF FRANKLIN LAKES
BOROUGH OF GLEN ROCK
BOROUGH OF ALLENDALE
BOROUGH OF ALPINE
BOROUGH OF BERGENFIELD
BOROUGH OF BOGOTA
BOROUGH OF CARLSTADT
BOROUGH OF CLIFFSIDE PARK
BOROUGH OF CLOSTER
BOROUGH OF CRESSKILL
BOROUGH OF DEMAREST
BOROUGH OF DUMONT
BOROUGH OF EAST RUTHERFORD
BOROUGH OF EDGEWATER
BOROUGH OF ELMWOOD PARK
BOROUGH OF EMERSON
BOROUGH OF ENGLEWOOD CLIFFS
BOROUGH OF FAIR LAWN
BOROUGH OF FAIRVIEW
BOROUGH OF FORT LEE
BOROUGH OF FRANKLIN LAKES
BOROUGH OF GLEN ROCK
Municipal Government
71 Active
71
Organizations
BERGEN COUNTY SOIL CONSERVATION DISTRICT
BERGEN COUNTY UTILITIES AUTHORITY
LITTLE FERRY BOARD OF EDUCATION
NORTHWEST BERGEN COUNTY UTILITY AUTHORITY
PALISADES PARK BOROUGH OF
ROCKLEIGH BOROUGH SEWERAGE AUTHORITY
BERGEN COUNTY SOIL CONSERVATION DISTRICT
BERGEN COUNTY UTILITIES AUTHORITY
LITTLE FERRY BOARD OF EDUCATION
NORTHWEST BERGEN COUNTY UTILITY AUTHORITY
PALISADES PARK BOROUGH OF
ROCKLEIGH BOROUGH SEWERAGE AUTHORITY
BERGEN COUNTY SOIL CONSERVATION DISTRICT
BERGEN COUNTY UTILITIES AUTHORITY
LITTLE FERRY BOARD OF EDUCATION
NORTHWEST BERGEN COUNTY UTILITY AUTHORITY
PALISADES PARK BOROUGH OF
ROCKLEIGH BOROUGH SEWERAGE AUTHORITY
Special District
6 Active
6
Organizations
ALLENDALE PUBLIC SCH DIST
ALPINE PUBLIC SCH DIST
BERGEN ARTS & SCIENCE
BERGEN COMMUNITY COLLEGE
BERGEN COUNTY SPECIAL SERVICES DISTRICT
BERGEN COUNTY VOCATIONAL SCHOOL
BERGENFIELD BORO SCH DIST
BOGOTA SCH DIST
CARLSTADT-EAST RUTHERFORD REGIONAL HIGH SCHOOL DISTRICT
CARLSTADT PUBLIC SCH DIST
CLIFFSIDE PK SCH DIST
CLOSTER PUBLIC SCH DIST
CRESSKILL PUBLIC SCH DIST
DEMAREST SCH DIST
DUMONT PUBLIC SCH DIST
EAST RUTHERFORD SCH DIST
EDGEWATER SCH DIST
ELMWOOD PARK BORO SCH DIST
EMERSON SCHOOL DISTRICT
ENGLEWOOD CITY SCHOOL DISTRICT
ALLENDALE PUBLIC SCH DIST
ALPINE PUBLIC SCH DIST
BERGEN ARTS & SCIENCE
BERGEN COMMUNITY COLLEGE
BERGEN COUNTY SPECIAL SERVICES DISTRICT
BERGEN COUNTY VOCATIONAL SCHOOL
BERGENFIELD BORO SCH DIST
BOGOTA SCH DIST
CARLSTADT-EAST RUTHERFORD REGIONAL HIGH SCHOOL DISTRICT
CARLSTADT PUBLIC SCH DIST
CLIFFSIDE PK SCH DIST
CLOSTER PUBLIC SCH DIST
CRESSKILL PUBLIC SCH DIST
DEMAREST SCH DIST
DUMONT PUBLIC SCH DIST
EAST RUTHERFORD SCH DIST
EDGEWATER SCH DIST
ELMWOOD PARK BORO SCH DIST
EMERSON SCHOOL DISTRICT
ENGLEWOOD CITY SCHOOL DISTRICT
ALLENDALE PUBLIC SCH DIST
ALPINE PUBLIC SCH DIST
BERGEN ARTS & SCIENCE
BERGEN COMMUNITY COLLEGE
BERGEN COUNTY SPECIAL SERVICES DISTRICT
BERGEN COUNTY VOCATIONAL SCHOOL
BERGENFIELD BORO SCH DIST
BOGOTA SCH DIST
CARLSTADT-EAST RUTHERFORD REGIONAL HIGH SCHOOL DISTRICT
CARLSTADT PUBLIC SCH DIST
CLIFFSIDE PK SCH DIST
CLOSTER PUBLIC SCH DIST
CRESSKILL PUBLIC SCH DIST
DEMAREST SCH DIST
DUMONT PUBLIC SCH DIST
EAST RUTHERFORD SCH DIST
EDGEWATER SCH DIST
ELMWOOD PARK BORO SCH DIST
EMERSON SCHOOL DISTRICT
ENGLEWOOD CITY SCHOOL DISTRICT
School District
80 Active
80
Organizations
1000 CRANES PROJECT
10-13 SURVIVORS INC
12 MILES WEST THEATRE COMPANY INC
16 CRESCENT AVENUE INCORPORATED
16TH AVENUE SCHOOL PTO
18498 FT LEE NR 2 SCHOOL PTA
18LOOP INC
1934 FOUNDATION INC
1 ACT FOUNDATION INC
1ST BERGEN FEDERAL CREDIT UNION
24TELEMED INC
2618 MISSION INC
33 BERGEN COUNTY LODGE DIST COURT
350NJ A NJ NONPROFIT CORPORATION
3Q29 FOUNDATION
4-14 ACADEMY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4LUNA S HEART INC
55 KIP CENTER-RUTHERFORD SENIOR CENTER
7502 RIDGEFIELD MEMORIAL
1000 CRANES PROJECT
10-13 SURVIVORS INC
12 MILES WEST THEATRE COMPANY INC
16 CRESCENT AVENUE INCORPORATED
16TH AVENUE SCHOOL PTO
18498 FT LEE NR 2 SCHOOL PTA
18LOOP INC
1934 FOUNDATION INC
1 ACT FOUNDATION INC
1ST BERGEN FEDERAL CREDIT UNION
24TELEMED INC
2618 MISSION INC
33 BERGEN COUNTY LODGE DIST COURT
350NJ A NJ NONPROFIT CORPORATION
3Q29 FOUNDATION
4-14 ACADEMY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4LUNA S HEART INC
55 KIP CENTER-RUTHERFORD SENIOR CENTER
7502 RIDGEFIELD MEMORIAL
1000 CRANES PROJECT
10-13 SURVIVORS INC
12 MILES WEST THEATRE COMPANY INC
16 CRESCENT AVENUE INCORPORATED
16TH AVENUE SCHOOL PTO
18498 FT LEE NR 2 SCHOOL PTA
18LOOP INC
1934 FOUNDATION INC
1 ACT FOUNDATION INC
1ST BERGEN FEDERAL CREDIT UNION
24TELEMED INC
2618 MISSION INC
33 BERGEN COUNTY LODGE DIST COURT
350NJ A NJ NONPROFIT CORPORATION
3Q29 FOUNDATION
4-14 ACADEMY INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4LUNA S HEART INC
55 KIP CENTER-RUTHERFORD SENIOR CENTER
7502 RIDGEFIELD MEMORIAL
Nonprofit Organization
5991 Active
5991
Organizations
Community Partners156 organizations
BOROUGH OF CLOSTER
Municipal Government·CLOSTER
BOROUGH OF DUMONT
Municipal Government·DUMONT
BOROUGH OF EAST RUTHERFORD
Municipal Government·EAST RUTHERFORD
BOROUGH OF ELMWOOD PARK
Municipal Government·ELMWOOD PARK
BOROUGH OF ENGLEWOOD CLIFFS
Municipal Government·ENGLEWOOD CLIFFS
BOROUGH OF FAIR LAWN
Municipal Government·FAIR LAWN
BOROUGH OF FAIRVIEW
Municipal Government·FAIRVIEW
BOROUGH OF GLEN ROCK
Municipal Government·GLEN ROCK
BOROUGH OF HARRINGTON PARK
Municipal Government·HARRINGTON PARK
BOROUGH OF HASBROUCK HEIGHTS
Municipal Government·HASBROUCK HEIGHTS
BOROUGH OF LEONIA
Municipal Government·LEONIA
BOROUGH OF LITTLE FERRY
Municipal Government·LITTLE FERRY
BOROUGH OF LODI
Municipal Government·LODI
BOROUGH OF MAYWOOD
Municipal Government·MAYWOOD
BOROUGH OF MIDLAND PARK
Municipal Government·MIDLAND PARK
BOROUGH OF NORTHVALE
Municipal Government·NORTHVALE
BOROUGH OF OAKLAND
Municipal Government·OAKLAND
BOROUGH OF OLD TAPPAN
Municipal Government·OLD TAPPAN
BOROUGH OF PALISADES PARK
Municipal Government·PALISADES PARK
BOROUGH OF PARK RIDGE
Municipal Government·PARK RIDGE
BOROUGH OF RIVER EDGE
Municipal Government·RIVER EDGE
BOROUGH OF ROCKLEIGH
Municipal Government·ROCKLEIGH
BOROUGH OF RUTHERFORD
Municipal Government·RUTHERFORD
BOROUGH OF TENAFLY
Municipal Government·TENAFLY
BOROUGH OF TETERBORO
Municipal Government·TETERBORO
BERGEN COUNTY UTILITIES AUTHORITY
Special District·LITTLE FERRY
LITTLE FERRY BOARD OF EDUCATION
Special District·LITTLE FERRY
PALISADES PARK BOROUGH OF
Special District·PALISADES PARK
BERGEN ARTS & SCIENCE
School District·GARFIELD
BERGEN COMMUNITY COLLEGE
School District·PARAMUS
FORUM SCHOOL INC
School District·WALDWICK
1000 CRANES PROJECT
Nonprofit Organization·Montvale
10-13 SURVIVORS INC
Nonprofit Organization·Rochelle Park
12 MILES WEST THEATRE COMPANY INC
Nonprofit Organization·Rutherford
16 CRESCENT AVENUE INCORPORATED
Nonprofit Organization·CLIFFSIDE PARK
16TH AVENUE SCHOOL PTO
Nonprofit Organization·ELMWOOD PARK
18498 FT LEE NR 2 SCHOOL PTA
Nonprofit Organization·FORT LEE
18LOOP INC
Nonprofit Organization·Rutherford
1934 FOUNDATION INC
Nonprofit Organization·Rutherford
1 ACT FOUNDATION INC
Nonprofit Organization·CRESSKILL
1ST BERGEN FEDERAL CREDIT UNION
Nonprofit Organization·HACKENSACK
24TELEMED INC
Nonprofit Organization·HACKENSACK
2618 MISSION INC
Nonprofit Organization·TEANECK
33 BERGEN COUNTY LODGE DIST COURT
Nonprofit Organization·LYNDHURST
350NJ A NJ NONPROFIT CORPORATION
Nonprofit Organization·River Vale
3Q29 FOUNDATION
Nonprofit Organization·WOODCLIFF LAKE
4-14 ACADEMY INC
Nonprofit Organization·RUTHERFORD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hackensack
4LUNA S HEART INC
Nonprofit Organization·Maywood
55 KIP CENTER-RUTHERFORD SENIOR CENTER
Nonprofit Organization·RUTHERFORD
7502 RIDGEFIELD MEMORIAL
Nonprofit Organization·Ridgefield
911 CIRCLE WIND MEMORIAL CONCERT CORP
Nonprofit Organization·PARAMUS
99 TENANTS ORGANIZATION
Nonprofit Organization·Haworth
A & A RIDGEWOOD REGISTERED PROFESSIONAL
Nonprofit Organization·RIDGEWOOD
ABBBA Divine Healing
Nonprofit Organization·Fort Lee
ABBINGTON TRACK CLUB INC
Nonprofit Organization·GLEN ROCK
ABEL & SOPHIA SHENG CHARITABLE FOUN
Nonprofit Organization·ALPINE
ABE & SYLVIA GINSBURG FOUNDATION
Nonprofit Organization·FORT LEE
A BETTER ENGLISH SETTER RESCUE INC
Nonprofit Organization·RAMSEY
ABIGAIL ALLIANCE FOR BETTER ACCESS TO DEVELOPMENTAL DRUGS INC
Nonprofit Organization·North Arlington
Abiliti Corporation
Nonprofit Organization·Glen Rock
ABILITY APPLE SCHOOL INC
Nonprofit Organization·ENGLEWOOD
ABILITY BEYOND SIGHT
Nonprofit Organization·WALDWICK
ABILITY BEYOND SIGHT
Nonprofit Organization·WALDWICK
ABILITY TREE INC
Nonprofit Organization·Hasbrouck Heights
ABLE ANGEL INC
Nonprofit Organization·Fair Lawn
ABRAHAM AND PEARL FRANKEL MEMORIAL
Nonprofit Organization·ORADELL
ABRAHAM SOLOMON SCHOLARSHIP FUND INC
Nonprofit Organization·PARAMUS
ACADEMY OF GREATNESS & EXCELLENCE
Nonprofit Organization·TEANECK
ACADEMY OF OUR LADY EDUCATIONAL
Nonprofit Organization·GLEN ROCK
ACADEMY OF OUR LADY FATHER'S GUILD
Nonprofit Organization·GLEN ROCK
ACADEMY OF SAUT-UL-FURQAN
Nonprofit Organization·Teaneck
Academy Parent Partnership Organization
Nonprofit Organization·Hackensack
ACCESSIBLE BOATING USA CORPORATION
Nonprofit Organization·RAMSEY
ACCESS SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·Norwood
ACCION HAINERA USA INC
Nonprofit Organization·Little Ferry
A CERTAIN KNOWLEDGE INSTITUTE INC
Nonprofit Organization·Teaneck
ACHIEVEMENT FOR LIFE FOUNDATION
Nonprofit Organization·ORADELL
A CHILDRENS TREASURE CHEST
Nonprofit Organization·RIDGEWOOD
ACT FOR LEBANON
Nonprofit Organization·RAMSEY
ACT FORWARD INC
Nonprofit Organization·Mahwah