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REGENT PEAK WEALTH ADVISORS, LLC

ATLANTA, GA · CRD 298259 · IAPD ↗ · regentpeakwealth.com · 470-867-3550

$785.9MRegulatory AUM
7Advisory reps
10Employees
0Clients
26-50Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — REGENT PEAK WEALTH ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — REGENT PEAK WEALTH ADVISORS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.