Regent Wealth Management

  • Financial Services
  • Morgan Hill CA
  • 10 employees
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Company Overview

Headquarters
1295 East Dunne Avenue, Suite 215, Morgan Hill CA
Website
regentwm.com
Phone
(877) 457-4567
Employees
10
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Regent Wealth Management

Authentikos Advisory is a retirement planning firm based in Silicon Valley. Founded in 2002, the company employs 10 people and generates approximately $2.5 million in annual revenue. Authentikos Advisory provides comprehensive financial planning services, helping clients build custom financial portfolios. They specialize in retirement planning and prioritize building close, trusting relationships with each client. Authentikos Advisory takes a personalized approach to financial planning, ensuring clients feel secure and flexible in managing their finances. They offer links to other websites as a convenience to their customers, but the company's Privacy Notice does not apply to these external sites. For inquiries, potential clients can visit the company's website at regentwm.com.

Company Leadership

Jared Elson

President / Owner

Phone Email
Alan CFP®

President

Phone Email

Regent Wealth Management Industry Tags

Financial Planning
Retirement Planning
Estate Planning
Retirement
Financial Services
Financial Advisory Services
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FAQ

What is the location of Regent Wealth Management's headquarters?
The headquarters of Regent Wealth Management are situated at 1295 East Dunne Avenue, Suite 215, Morgan Hill CA
What is Regent Wealth Management's phone number?
Regent Wealth Management's contact number is (877) 457-4567.
What is Regent Wealth Management's official website?
The official website of Regent Wealth Management can be found at regentwm.com.
What is Regent Wealth Management's current revenue?
As of February 2015, Regent Wealth Management's annual revenue reached $3B.
How many employees does Regent Wealth Management currently have?
Regent Wealth Management employs approximately 10+ people as of February 2015
Which industries is Regent Wealth Management primarily operating in?
Regent Wealth Management operates in the following industries: Credit, Finance
Who is the President / Owner of Regent Wealth Management?
Regent Wealth Management's President / Owner is Jared Elson
What are Regent Wealth Management's industry tags?
Regent Wealth Management's industry tags include: Financial Planning, Retirement Planning, Estate Planning

Employee Directory

Key Employees

Don Bergis

President

Phone Email

James Bergis

Financial Advisor

Phone Email

Lynda Varada

Director Of Operations

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Spencer V.

Marketing Coordinator

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