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Home > Retirement Planners > washington > bellevue > REGENT PEAK WEALTH ADVISORS, LLC
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 |
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