Regent Peak Wealth Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 298259
- Registered since
- May 2, 2019
- Website
- regentpeakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.56%
- Corporations / Businesses6.89%
- Individuals3.86%
- Other1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Regent Peak Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2019. The firm acts as a capital allocator and serves both individual/family and institutional clients under a mix of percentage-of-AUM and fixed-fee engagements. Core advisory services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities35%
- Private Funds9%
- Other7%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$349M in ETFs
97%
$337M
3%
$11.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $95.7M | 255,827 | 27.46% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 200 Galleria Pkwy Se
- Time zone
- ET (UTC-5)
- Office locations
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