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Regent Wealth Management
Regent Wealth Management is an SEC-registered investment adviser in Tulsa, OK. It manages $76 million in regulatory assets. The firm has 2 employees and 2...
Regent Wealth Management
Regent Wealth Management is an SEC-registered investment adviser in Tulsa, OK. It manages $76 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Tulsa, OK, United States
Frequently asked questions
Which asset classes does Regent typically access on behalf of clients?
Public records suggest Regent constructs portfolios spanning public equities, fixed income, and, for suitable trust and advisory clients, private-market placements. The exact mix depends on the governing trust document, beneficiary income needs, and tax sensitivity of each account.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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