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Building 2REGENT PEAK WEALTH ADVISORS, LLC

Map pinATLANTA, GA
Phone470-867-3550
NotebookSEC #801-115021
Total AUM
$785.9M
Employees
10
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 GALLERIA PKWY SE
SUITE 1175
ATLANTA
GA 30339
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
470-867-3550

ReceiptFinancials

Total AUM
$785.9M
Accounts
1,611
Discretionary
$785.9M
Accounts
1,611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$30.3M
HNW Individual Clients
141
AUM
$688.1M
Corporation or Business Clients
6
AUM
$54.2M
Other Clients
11
AUM
$13.3M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCNYOHSCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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