Aiki
Altmets

Regimen Wealth, LLC

CRD#5791609
Investment Advisor
in Atlanta, GA

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About this Advisor

Aiki Altmets is a certified financial planner operating in Atlanta, Georgia who has 3 years of relevant experience. Altmets currently works for Regimen Wealth, LLC. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Ameriprise Financial Services, LLC, Homrich Berg and Regimen Wealth, LLC. Altmets has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and Texas. Regimen Wealth, LLC is an advisory firm based out of Atlanta, GA. It manages $245 million in total assets between its 698 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 698 accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Regimen Wealth, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which services are offered. However, fees charged by Regimen Wealth, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Galleria Pkwy Se Suite 1020
Atlanta, GA 30339

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Regimen Wealth, LLC Brokerage Details

Total Assets Under Management

$245,370,627

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

698

GA Average: 1,608
Average Account Size

$351,534

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Aiki Altmets Work History

Aiki has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Regimen Wealth, LLC

2015 - 2020 (5 years)

Ameriprise Financial Services, LLC

2015 - 2015 (< 1 year)

Homrich Berg

2014 - 2015 (1 year)

Ameriprise Financial Services, Inc

2011 - 2014 (3 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aiki Altmets to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Regimen Wealth, LLC

Jared Haubenstock
Atlanta, GA
Taylor Moody
Atlanta, GA
Aiki Altmets
Atlanta, GA
Alexander Garrett
Atlanta, GA
Ian Weinstein
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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