REGENT PEAK WEALTH ADVISORS, LLC

200 Galleria Pkwy Se
Suite 1175
Atlanta, Georgia 30339
Tel: 470-867-3550

About REGENT PEAK WEALTH ADVISORS, LLC

REGENT PEAK WEALTH ADVISORS, LLC, formally registered with the SEC as REGENT PEAK WEALTH ADVISORS, LLC. The firm was established in 05/02/2019. They have over 1 offices throughout the country.

REGENT PEAK WEALTH ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $611,492,317 assets under management, offering retirement planning & investment advisory services to 1439 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298259
SEC#	801-115021
Assets Managed by Firm	$611,492,317
No. of Clients	1439
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1439	$611,492,317
Individuals (other than high net worth individuals)	51	$18,941,033
High net worth individuals	133	$530,567,662
Corporations or other businesses	8	$49,326,965

More Retirement Planning firms in Atlanta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Atlanta, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.