Data / Investment advisers / Georgia / Regent Peak Wealth Advisors, LLC
Regent Peak Wealth Advisors, LLC, Atlanta, GA: $786 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Regent Peak Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $786 million in regulatory assets under management in its Form ADV filed June 11, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Regent Peak Wealth Advisors, LLC (CRD number 298259): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 298259
- SEC file number
- 801-115021
- SEC status
- Approved, effective May 2, 2019
- Main office
- 200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339
- Phone
- (470) 867-3550
- Website
- regentpeakwealth.com
- Regulatory AUM
- $785,861,395 in the Form ADV filed June 11, 2026
- Discretionary AUM
- $785,861,395
- Accounts
- 1,611
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 141 | $688.1 million |
| Corporations or other businesses | 6 | $54.2 million |
| Individuals (other than high net worth individuals) | 65 | $30.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $785.9 million | March 12, 2026 |
| December 1, 2025 | $706.2 million | March 11, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Inlight Wealth | Atlanta | $843.3 million | Not listed | adviserinfo.sec.gov |
| Eagle Merchant Partners | Atlanta | $840.6 million | 17 | adviserinfo.sec.gov |
| Masters Capital Management, L.L.C. | Atlanta | $804.6 million | 4 | adviserinfo.sec.gov |
| Veracity Capital LLC | Atlanta | $799.8 million | Not listed | adviserinfo.sec.gov |
| Eagle Rock Investment Company, LLC | Atlanta | $786.7 million | Not listed | adviserinfo.sec.gov |
| 4612 Group, LLC | Atlanta | $773.3 million | 7 | adviserinfo.sec.gov |
| Retirement Fund Management | Atlanta | $769.7 million | Not listed | adviserinfo.sec.gov |
| Beacon Global Advisor Network, LLC | Atlanta | $745.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Regent Peak Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.