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Regatta Wealth Management, LLC Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Regatta Wealth Management, LLC is a financial services firm based in Lake Bluff, Illinois. Founded by Ann Rieder, CFP, BFA, it combines strategic investment management with a personalized financial planning approach to help clients understand the rationale behind recommendations and their financial options. The practice serves individuals, families, trusts, estates, charitable organizations, and businesses across the North Shore and Chicagoland area. Securities and advisory services are offered through Cetera Advisors LLC, a broker-dealer and registered investment adviser, which operates independently of Regatta Wealth Management. The firm follows a process that includes setting financial objectives, developing wealth accumulation and retirement income strategies, implementing an investment program, and conducting ongoing reviews to manage risk and preserve assets.

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

Regatta Wealth Management, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Regatta Wealth Management, LLC's Leadership

  • Stylized image of a person
    A. R.
    President & Founder
    Mobile Phone

Regatta Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from Regatta Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. R.
    President & Founder
    Mobile Phone
    United StatesIllinois
    May 26, 2025

Frequently Asked Questions

What is Regatta Wealth Management, LLC known for?

Minus sign iconPlus sign iconRegatta Wealth Management, LLC was founded in 2015 operates in the Financial Services industry. Explore Regatta Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconRegatta 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?

Minus sign iconPlus sign iconRegatta Wealth Management, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • President & Founder: A. R.

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