Ian Alexandre Weinstein
Investment adviser representative at Regimen Wealth, LLC
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$365.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Regimen Wealth, LLCJul 2020 to now
- Ameriprise Financial Services, LLCFeb 2000 to Jul 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Regimen Wealth, LLC
$365.2MAssets managed
216Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4146652
- Firm CRD
- 309672