Insights

Retirement Focus Regal Wealth Group specializes in providing investment and wealth management services tailored for retirees, corporate professionals, and business owners, indicating potential for upselling advanced estate planning and tax minimization solutions.

Asset Investment Activity The company's recent investments in energy, semiconductor, and digital signature assets demonstrate a proactive approach to diversified asset allocation, suggesting openness to introducing innovative financial instruments and portfolio strategies.

Financial Range With annual revenues between one and ten million dollars, Regal Wealth Group represents a mid-sized firm with growth potential, making them a promising target for scalable financial products, technological upgrades, and strategic partnerships.

Technology Stack Utilizing popular platforms like WordPress and contact management tools such as Contact Form 7 indicates reliance on accessible digital tools, presenting opportunities for offering custom fintech integrations or digital engagement solutions.

Market Position Operating within a competitive landscape alongside major firms with thousands of employees and billions in revenue, Regal Wealth Group may value niche, personalized services and innovative investment strategies to differentiate and expand its client base.

Regal Wealth Group Tech Stack

Regal Wealth Group uses 8 technology products and services including WordPress, Google Fonts API, Lodash, and more. Explore Regal Wealth Group's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Lodash
    Javascript Libraries
  • WPBakery
    Page Builders
  • Bootstrap
    UI Frameworks
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers
  • Nginx
    Web Servers

Regal Wealth Group's Email Address Formats

Regal Wealth Group uses at least 1 format(s):
Regal Wealth Group Email FormatsExamplePercentage
FirstL@regalwealthgroup.comJohnD@regalwealthgroup.com
67%
FLast@regalwealthgroup.comJDoe@regalwealthgroup.com
22%
First_Last@regalwealthgroup.comJohn_Doe@regalwealthgroup.com
11%

Frequently Asked Questions

Where is Regal Wealth Group's headquarters located?

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Regal Wealth Group's main headquarters is located at 12501 Seal Beach Boulevard Suite 280 Seal Beach, California 90740 United States. The company has employees across 1 continents, including North America.

What is Regal Wealth Group's official website and social media links?

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Regal Wealth Group's official website is regalwealthgroup.com and has social profiles on LinkedIn.

What is Regal Wealth Group's NAICS code?

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Regal Wealth Group's NAICS code is 52 - Finance and Insurance.

How many employees does Regal Wealth Group have currently?

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As of February 2026, Regal Wealth Group has approximately 2 employees across 1 continents, including North America. Key team members include Chief Operating Officer: R. F.Senior Portfolio Manager: A. M.Financial Advisor: C. K.. Explore Regal Wealth Group's employee directory with LeadIQ.

What industry does Regal Wealth Group belong to?

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Regal Wealth Group operates in the Financial Services industry.

What technology does Regal Wealth Group use?

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Regal Wealth Group's tech stack includes WordPressGoogle Fonts APILodashWPBakeryBootstrapContact Form 7ApacheNginx.

What is Regal Wealth Group's email format?

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Regal Wealth Group's email format typically follows the pattern of FirstL@regalwealthgroup.com. Find more Regal Wealth Group email formats with LeadIQ.

When was Regal Wealth Group founded?

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Regal Wealth Group was founded in 2005.

Regal Wealth Group

Financial ServicesCalifornia, United States2-10 Employees

Regal Wealth Group is a fee-only, SEC Registered Investment Advisor specializing in advising retirees, corporate professionals and business owners. For a new relationship, our bread and butter is helping you roll over and invest your IRA(s), 401k(s) and pension plan(s). Our typical client is close to or in retirement and looks to us for investment advice and wealth management including estate planning and tax minimization strategies.

Section iconCompany Overview

Headquarters
12501 Seal Beach Boulevard Suite 280 Seal Beach, California 90740 United States
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Regal Wealth Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Regal Wealth Group's revenue is estimated to be in the range of $1M$10M

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