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Regent Peak Wealth Advisors, LLC

● SEC registered since 2019CRD 298259SEC# 801-115021Atlanta, GA
Export (members)
Reg. AUM
$706.2M
Employees
10
Accounts
1,542
Location
Atlanta, GA

Regent Peak Wealth Advisors, LLC assets under management

Regent Peak Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2019. It reports $706.2 million in regulatory assets under management and employs 10 people.
regentpeakwealth.comView on SEC.gov ↗

Regent Peak Wealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Carmen Lee Laster ControlChief Compliance OfficerUnder 5%2019
Craig Nicholas Robson ControlFounding Principal/Managing DirectorOver 75%2019
Emily Renae Raymond ControlChief Operating OfficerUnder 5%2019
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Frequently asked questions

How much does Regent Peak Wealth Advisors, LLC manage?

Regent Peak Wealth Advisors, LLC reports $706.2 million in regulatory assets under management on its Form ADV.

How many employees does Regent Peak Wealth Advisors, LLC have?

Regent Peak Wealth Advisors, LLC reports 10 employees.

Where is Regent Peak Wealth Advisors, LLC located?

Regent Peak Wealth Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2019.

Does Regent Peak Wealth Advisors, LLC disclose fund performance?

Regent Peak Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Galleria Pkwy SE, Suite 1175, Atlanta, GA 30339
Phone470-867-3550
Fax470-867-3579
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$706.2M
Non-discretionary$0
Total (RAUM)$706.2M