REGENT PEAK WEALTH ADVISORS, LLC

Overview

Regent Peak Wealth Advisors, LLC is an independent, SEC‑registered RIA that acts as an active capital allocator for individual, family and some institutional clients. The firm operates on a blend of percentage‑of‑AUM and fixed‑fee arrangements and provides financial planning, discretionary portfolio management, pension consulting and selection-of-other-advisers services. Regent Peak emphasizes liquid, scalable solutions — using public funds and ETFs as core building blocks — while also allocating to third‑party alternative managers when appropriate. The adviser does not market itself as an ESG investor and appears to focus on traditional wealth management objectives: diversified public equity exposure, income and access to alternative sources of return. Regent Peak was formed as a limited liability company and is owner‑managed. It is positioned as a boutique independent RIA that mixes model/manager selection with bespoke planning for high‑net‑worth individuals and families, and it serves institutional relationships on a smaller scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices