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REGENT PEAK WEALTH ADVISORS, LLC
CRD 298259 · SEC 801-115021
200 GALLERIA PKWY SE, SUITE 1175, ATLANTA, GA, 30339, United States
Phone
470-867-3550
Fax
470-867-3579
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$785.9M
Discretionary AUM
$785.9M
Team
10 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $30.3M |
| High net worth individuals | 141 | $688.1M |
| Corporations/business entities | 6 | $54.2M |
States served
CA, GA, LA, NJ, NY, NC, OH, SC, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD