Overview
Assets Under Management: $611 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 132
Average Client Assets: $5 million
Frequently Asked Questions
REGENT PEAK WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298259), REGENT PEAK WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
REGENT PEAK WEALTH ADVISORS, LLC is headquartered in ATLANTA, GA.
REGENT PEAK WEALTH ADVISORS, LLC serves 132 high-net-worth clients according to their SEC filing dated November 21, 2024. View client details ↓
According to their SEC Form ADV, REGENT PEAK WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
REGENT PEAK WEALTH ADVISORS, LLC manages $611 million in client assets according to their SEC filing dated November 21, 2024.
According to their SEC Form ADV, REGENT PEAK WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.66
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,439
Discretionary Accounts: 1,439
Regulatory Filings
CRD Number: 298259
Last Filing Date: 2024-11-21 00:00:00
Website: https://regentpeakwealth.com