# Regent Wealth Management

Regent Wealth Management is a Bank / Wealth / Trust based in Tulsa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tulsa, United States
- **Region:** North America
- **Address:** Tulsa, OK, United States
- **Assets under management:** Undisclosed
- **Website:** regentwm.com

## Regulatory record

- **CRD number:** 150197
- **SEC file number:** 801-70180
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150197

## About

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.

## 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.

## Related profiles

- [Regent's Wealth Planning](https://altss.com/profile/regent-s-wealth-planning)
- [Regional University System of Oklahoma OPEB plan (RUSO)](https://altss.com/profile/regional-university-system-of-oklahoma-opeb-plan-ruso)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/regent-wealth-management

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