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Building 2REGENT WEALTH MANAGEMENT, INC.

Map pinTULSA, OK
Phone918-622-1466
NotebookSEC #801-70180
Total AUM
$68.7M
Employees
3
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5387 S. SHERIDAN ROAD
TULSA
OK 74145-7521
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
918-622-1466
Other Offices
1

ReceiptFinancials

Total AUM
$68.7M
Accounts
292
Discretionary
$35.6M
Accounts
75
Non-Discretionary
$33.2M
Accounts
217

ContactClients

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Individual Clients
73
AUM
$13.8M
HNW Individual Clients
13
AUM
$52M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AROKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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