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RIA · CRD 298259SEC-Registered

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Regent Peak Wealth Advisors

Regent Peak Wealth Advisors, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2019. The firm manages approximately $786 million...

Overview

Regent Peak Wealth Advisors, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2019. The firm manages approximately $786 million in regulatory assets. It has 10 employees and 7 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who are the key principals at Regent Peak Wealth Advisors?

No principal names were found in public records or SEC filings. The firm's leadership team has not been publicly identified, which limits external evaluation of its expertise and track record.

Where is Regent Peak Wealth Advisors headquartered?

The firm's headquarters location has not been confirmed through publicly accessible sources. Its registration as an LLC does not specify a geographic footprint.

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