Regent Peak Wealth Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 298259
- Registered since
- May 2, 2019
- Website
- regentpeakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.56%
- Corporations / Businesses6.89%
- Individuals3.86%
- Other1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Regent Peak Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser (since 2019) organized as an LLC and owned by an individual. The firm positions itself as a capital allocator that combines in-house portfolio management and financial planning with the use of outside managers when appropriate. Its client base spans high-net-worth individuals and families as well as some institutional relationships. Fee arrangements include percentage-of-AUM pricing and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is not marked as an active ESG investor and does not identify as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds43%
- Exchange Traded Equities35%
- Private Funds9%
- Other7%
- Cash & Cash Equivalents5%
Owners & executives
3 of 4
Nathan Hoyt
Chief Investment OfficerCRD 5103586
Carmen Laster
Chief Compliance OfficerCRD 4559321
Kevin Manning
Chief Financial OfficerCRD 4718946
Contacts
3 of 5
Craig Robson
FOUNDING PRINCIPAL AND MANAGING DIRECTORCRD 2491312
Riley Gessner
Wealth AdvisorCRD 7198448
Alexander Alba
Wealth ManagerCRD 6818254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$337M in ETFs
97%
$326M
3%
$11.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $91.1M | 246,181 | 27.05% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 200 Galleria Pkwy Se
- Time zone
- ET (UTC-5)
- Office locations
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