Where are Regatta Wealth Management, LLC employees located globally?

Regatta Wealth Management, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Regatta Wealth Management, LLC's team size changed over time?

Regatta Wealth Management, LLC's team has remained stable from approximately 1 to 1 employees based on available data.

Regatta Wealth Management, LLC Employee Directory

Financial ServicesIllinois, United States0-1 Employees

Regatta Wealth Management LLC, was founded by Ann Rieder, CFP® BFA® with a vision to combine strategic investment management with a personalized approach to financial planning. We work closely with our clients to ensure they understand the strategy behind our recommendations and are educated on their financial options.

Our mission is to be a trusted advisor to individuals, families, trusts, estates, charitable organizations and businesses on the North Shore and Chicagoland area. With each client we organize and set financial objectives, develop wealth accumulation and retirement income strategies, create and implement an investment program and conduct on-going reviews. It is through this process that we can seek to manage risk, invest with discipline and ultimately preserve and protect investment assets.

Ann Rieder, Financial Advisor, CFP
NFLPA Registered Player Financial Advisor
10 E. Scranton, Suite 301B, Lake Bluff, IL  60045
847.604.4940

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  Cetera is under separate ownership from any other named entity.

Find Regatta Wealth Management, LLC employees' phone numbers or email addresses

Regatta Wealth Management, LLC Global Highlights

North America
1

United States Of America
1

Regatta Wealth Management, LLC's Leadership

A. R.
President & Founder
Mobile Phone
Email

Regatta Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Business
Accounting
Administrative
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Contact profiles from Regatta Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

A. R.
President & Founder
Mobile Phone
Email
United StatesIllinois
May 26, 2025

Frequently Asked Questions

What is Regatta Wealth Management, LLC known for?

Regatta Wealth Management, LLC was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 10 East Scranton Avenue Suite 301b Lake Bluff, Illinois 60044 United States. Explore Regatta Wealth Management, LLC's company overview page for more information.

What is Regatta Wealth Management, LLC's most common email format?

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

How many employees does Regatta Wealth Management, LLC have currently?

Regatta Wealth Management, LLC has approximately 1 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Regatta Wealth Management, LLC's key employees and leadership?

As of March 2026, Regatta Wealth Management, LLC's key employees include:

President & Founder: A. R.

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