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 in...

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 in regulatory assets. It has 10 employees and 7 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What is the ownership structure of Regent Peak Wealth Advisors?

The ownership structure of Regent Peak Wealth Advisors is not publicly disclosed. As an LLC registered as an RIA, it may be owned by its founding principals, but no names or equity details have been confirmed from public records.

Does Regent Peak Wealth Advisors manage assets as a family office?

There is no public evidence that Regent Peak Wealth Advisors operates as a family office. Its name and registration suggest a general wealth advisory practice, but its specific client type—whether single-family, multi-family, or retail—remains unconfirmed.

What investment services does Regent Peak Wealth Advisors offer?

Specific services have not been publicly outlined. As an RIA, the firm may provide financial planning, portfolio management, and related advisory services, but no strategy documents or marketing materials are available to confirm its capabilities.

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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