A complete list of active advisors currently associated with Reges Wealth Management LLC

Warmer can help you find a great advisor at Reges Wealth Management LLC or one who fits your needs even better.

Reges Wealth Management is a newly established, state-registered investment adviser that offers wealth management and discretionary portfolio management to individuals, high‑net‑worth clients, and businesses. The firm also provides comprehensive financial planning and delivers educational seminars and workshops tailored to employers and their employees. The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios built around low‑cost, diversified mutual funds and ETFs and the selective use of individual stocks and bonds. Reges Wealth may implement all or a portion of client assets using unaffiliated independent managers while retaining ongoing oversight, and it provides financial planning both as part of wealth management and as a standalone, fixed‑fee engagement; seminars are delivered on a project basis. Notable distinctions include the combination of discretionary portfolio management for individuals with standalone, fixed‑fee financial planning and employer‑focused educational workshops—services that are uncommon among firms with no active SEC‑registered advisors. The firm does not operate proprietary or private funds and maintains an institutional custodian relationship that provides software and support to the adviser; the principal disclosed prior industry experience, ongoing non‑advisory employment, and a past legal matter that was dismissed.

To learn more about the advisors currently working at Reges Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Reges II	Potomac, MD	5

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support