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Regency Wealth Management Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Regency Wealth Management operates in financial services, providing wealth management that goes beyond investments to help clients plan and pursue their financial goals. Its client base includes families, trusts, and endowments, with business owners, executives, and retirees forming the core of its wealth management clientele. New clients typically have investable assets exceeding $1,000,000.

Based in Ramsey, New Jersey, the firm is a small- to mid-sized player within the financial services industry and engages in community sponsorships of nonprofit organizations. In September 2025, Regency Wealth Management announced the addition of Sabrina T. Candiano as Client Service Specialist.

Find Regency Wealth Management employees' phone numbers or email addresses

Regency Wealth Management Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Regency Wealth Management's Leadership

  • Stylized image of a person
    A. A.
    Partner
    Mobile Phone
  • Stylized image of a person
    B. K.
    Managing Partner And Chief Operating Officer
    Mobile Phone

Regency Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Regency Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. A.
    Partner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. K.
    Managing Partner And Chief Operating Officer
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Regency Wealth Management known for?

Minus sign iconPlus sign iconRegency Wealth Management was founded in 2004 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconRegency 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?

Minus sign iconPlus sign iconRegency Wealth Management has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Partner: A. A.
  • Managing Partner And Chief Operating Officer: B. K.

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