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Gathering insights about Regency Wealth Management…

Regency Wealth Management Tech Stack

Regency Wealth Management uses 8 technology products and services including WordPress, Cloudflare, RSS, and more. Explore Regency Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Shopify
    E-commerce
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • HTTP/3
    Web & Portal Technology
  • MonsterInsights
    Web Platform Extensions

Regency Wealth Management's Email Address Formats

Regency Wealth Management uses at least 2 format(s):
Regency Wealth Management Email FormatsExamplePercentage
FLast@regencywm.comJDoe@regencywm.com
100%
FLast@regencywealth.comJDoe@regencywealth.com
80%
LastFirst@regencywealth.comDoeJohn@regencywealth.com
20%

Frequently Asked Questions

Where is Regency Wealth Management's headquarters located?

Minus sign iconPlus sign iconRegency Wealth Management's main headquarters is located at 500 North Franklin Turnpike Suite 212 Ramsey, New Jersey 07446 United States. The company has employees across 1 continents, including North America.

What is Regency Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact Regency Wealth Management's main corporate office by phone at
+1-201-447-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Regency Wealth Management's official website and social media links?

Minus sign iconPlus sign iconRegency Wealth Management's official website is regencywealth.com and has social profiles on LinkedIn.

What is Regency Wealth Management's NAICS code?

Minus sign iconPlus sign iconRegency Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Regency Wealth Management have currently?

Minus sign iconPlus sign iconAs of June 2026, Regency Wealth Management has approximately 12 employees across 1 continents, including North America. Key team members include Managing Partner And Chief Executive Officer: T. P.Managing Partner And Chief Operating Officer: B. D. K.Managing Partner: M. D. R.. Explore Regency Wealth Management's employee directory with LeadIQ.

What industry does Regency Wealth Management belong to?

Minus sign iconPlus sign iconRegency Wealth Management operates in the Financial Services industry.

What technology does Regency Wealth Management use?

Minus sign iconPlus sign iconRegency Wealth Management's tech stack includes WordPressCloudflareRSSShopifyGoogle Fonts APIGoogle CloudHTTP/3MonsterInsights.

What is Regency Wealth Management's email format?

Minus sign iconPlus sign iconRegency Wealth Management's email format typically follows the pattern of FLast@regencywm.com. Find more Regency Wealth Management email formats with LeadIQ.

When was Regency Wealth Management founded?

Minus sign iconPlus sign iconRegency Wealth Management was founded in 2004.

Regency Wealth Management

Financial ServicesNew Jersey, United States11-50 Employees

Wealth Management is much more than just investments.  We are excited to help families, trusts, and endowments plan and achieve their financial goals.   Business owners, executives, and retirees comprise the majority of our wealth management clients. New clients typically have investable assets exceeding $1,000,000.

Proud sponsors of numerous community minded non-profits.

Section iconCompany Overview

Headquarters
500 North Franklin Turnpike Suite 212 Ramsey, New Jersey 07446 United States
Phone number
+1-201-447-****
Website
regencywealth.com
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Regency Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Regency Wealth Management's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    T. P.
    Managing Partner And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D. K.
    Managing Partner And Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D. R.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. A.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Managing Partner And Chief Operating Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    A. M. A.
    Director Of Client Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    Managing Director, Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Director Of Accounting And Hr
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Associate Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Executive Assistant
    Phone icon
    Mobile Phone

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