What departments does Regency Wealth Management have?

Regency Wealth Management has employees across 3 departments including Operations, Engineering, Human Resources.

What is the largest department at Regency Wealth Management?

The largest department at Regency Wealth Management is Operations with 2 employees.

Where are Regency Wealth Management employees located globally?

Regency Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Regency Wealth Management's team size changed over time?

Regency Wealth Management's team has decreased from approximately 11 to 9 employees based on available data.

Regency Wealth Management Employee Directory

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.

Find Regency Wealth Management employees' phone numbers or email addresses

Regency Wealth Management Global Highlights

North America
16

United States Of America
16

Regency Wealth Management's Leadership

T. P.
Managing Partner And Chief Executive Officer
Mobile Phone
Email
B. D. K.
Managing Partner And Chief Operating Officer
Mobile Phone
Email
M. A.
Partner
Mobile Phone
Email
M. D. R.
Managing Partner
Mobile Phone
Email
A. A.
Partner
Mobile Phone
Email
B. K.
Managing Partner And Chief Operating Officer
Mobile Phone
Email
A. M. A.
Director Of Client Development
Mobile Phone
Email
D. S.
Director Of Accounting And Hr
Mobile Phone
Email

Regency Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Regency Wealth Management

Name

Title

Contact Info

Location

Last Update

B. D. K.
Managing Partner And Chief Operating Officer
Mobile Phone
Email
United StatesNew Jersey
Mar 03, 2026
M. A.
Partner
Mobile Phone
Email
United StatesNew Jersey
Mar 10, 2025
M. D. R.
Managing Partner
Mobile Phone
Email
United StatesNew Jersey
Mar 03, 2026
T. P.
Managing Partner And Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Mar 11, 2026
A. A.
Partner
Mobile Phone
Email
Oct 16, 2024
B. K.
Managing Partner And Chief Operating Officer
Mobile Phone
Email
Oct 10, 2025
A. M. A.
Director Of Client Development
Mobile Phone
Email
United StatesNew York
Mar 03, 2026
D. S.
Director Of Accounting And Hr
Mobile Phone
Email
United StatesNew Jersey
Mar 03, 2026
G. C.
Associate Portfolio Manager
Mobile Phone
Email
Mar 03, 2026
B. S.
Executive Assistant
Mobile Phone
Email
United StatesNew Jersey
Mar 03, 2026

Frequently Asked Questions

What is Regency Wealth Management known for?

Regency Wealth Management was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 500 North Franklin Turnpike Suite 212 Ramsey, New Jersey 07446 United States; you can contact the main corporate office by phone at

+1-201-447-****

. Explore Regency Wealth Management's company overview page for more information.

What is Regency Wealth Management's most common email format?

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

How many employees does Regency Wealth Management have currently?

Regency Wealth Management has approximately 12 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Regency Wealth Management's key employees and leadership?

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

Managing Partner And Chief Executive Officer: T. P.
Managing Partner And Chief Operating Officer: B. D. K.
Partner: M. A.
Managing Partner: M. D. R.
Partner: A. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking