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Aiki Altmets

Regimen Wealth, LLC

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About Aiki Altmets

Aiki Altmets is an investment advisor representative with Regimen Wealth, LLC. Aiki Altmets is registered in Georgia and Texas. Aiki Altmets has been in the industry since March 2011. Aiki Altmets has passed the Series 66, Series 7 and the SIE exam. Aiki Altmets also has the Certified Financial Planner designation. Aiki Altmets is a Registered Representative with Ameriprise Financial Services, LLC from September 2015 until August 2020. Prior to Ameriprise, Aiki Altmets was also registered with Ameriprise Financial Services, Inc. from March 2011 until March 2014. Aiki Altmets provides financial planning and portfolio management services to individuals and high net worth individuals.

Firm Information

Aiki Altmets is currently registered with Regimen Wealth, LLC. Regimen Wealth, LLC is an investment advisory firm based in Atlanta, Georgia. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They also provide selection of other advisors. The firm manages approximately $295,449,989 in assets for 718 accounts.
Regimen Wealth, LLC

3300 RIVERWOOD PARKWAY

ATLANTA, GA 30339

$295.45M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aiki Altmets’s Registration & Firm History

GA

07/31/2020 - Present

Regimen Wealth, LLC (ATLANTA GA)

GA

08/31/2015 - 08/07/2020

AMERIPRISE FINANCIAL SERVICES, LLC (ATLANTA GA)

TX

03/27/2014 - 05/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

GA

03/07/2011 - 03/05/2014

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 06/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aiki Altmets.
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