Regent Peak Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 12, 2026, reports $786M in regulatory assets under management, 10 employees, and 1,611 accounts.
Assets Under Management
$786M
Employees
10
Offices
--
Total Clients
223
Primary office
ATLANTA, GA
200 GALLERIA PKWY SE, SUITE 1175, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.2% of total clients.
Top client categories% of clientsClients
1
HNWI
63.2%
141
2
Individuals
29.1%
65
3
Irrevocable Trusts/Estates
4.9%
11
4
Corporations
2.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$786Mas of March 12, 2026
Discretionary100.0%
$786M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$786M
Total Accounts1,611
10Y AUM Change+$786M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee22:1
10Y Employee Change+5 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.