What departments does Regal Wealth Group have?

Regal Wealth Group has employees across 3 departments including Operations, Program & Project Management, Banking.

What is the largest department at Regal Wealth Group?

The largest department at Regal Wealth Group is Operations with 1 employees.

Where are Regal Wealth Group employees located globally?

Regal Wealth Group has employees across 1 continents and 1 countries including United States Of America.

How has Regal Wealth Group's team size changed over time?

Regal Wealth Group's team has remained stable from approximately 3 to 3 employees based on available data.

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Regal Wealth Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Regal Wealth Group operates as a fee-only, SEC-registered investment advisory firm in the financial services sector. Based in Seal Beach, California, the practice serves retirees, corporate professionals, and business owners. For new relationships, its core service involves guiding the rollover and investment of retirement accounts such as IRAs, 401(k)s, and pension plans.

Its typical clients are nearing or in retirement and seek a combination of investment guidance and wealth management. Beyond investments, the firm provides estate planning and tax minimization strategies. As a small practice, Regal Wealth Group focuses on retirement-focused guidance for individuals and business owners.

Regal Wealth Group Global Highlights

North America
6

United States Of America
6

Regal Wealth Group's Leadership

R. F.
Chief Operating Officer
Mobile Phone
Email
A. M.
Senior Portfolio Manager
Mobile Phone
Email
C. K.
Financial Advisor
Mobile Phone
Email

Regal Wealth Group Employee Metrics

100%

50%

2026

2025

Business
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Regal Wealth Group

Name

Title

Contact

Location

Last Update

R. F.
Chief Operating Officer
Mobile Phone
Email
Oct 17, 2024
A. M.
Senior Portfolio Manager
Mobile Phone
Email
Nov 13, 2024
C. K.
Financial Advisor
Mobile Phone
Email
Apr 21, 2025

Frequently Asked Questions

What is Regal Wealth Group known for?

Regal Wealth Group was founded in 2005 operates in the Financial Services industry. Explore Regal Wealth Group's company overview page for more information.

What is Regal Wealth Group's most common email format?

Regal Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Regal Wealth Group email formats with LeadIQ.

How many employees does Regal Wealth Group have currently?

Regal Wealth Group has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Regal Wealth Group's key employees and leadership?

As of July 2026, Regal Wealth Group's key employees include:

Chief Operating Officer: R. F.
Senior Portfolio Manager: A. M.
Financial Advisor: C. K.

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Regal Wealth Group Employee Directory

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