Regent Peak Wealth Advisors, LLC
● SEC registered since 2019CRD 298259SEC# 801-115021Atlanta, GA
Reg. AUM
$785.9M
Employees
10
Accounts
1,611
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 $785.9 million in regulatory assets under management and employs 10 people.
Regent Peak Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmen Lee Laster Control | Chief Compliance Officer | Under 5% | 2019 |
| Craig Nicholas Robson Control | Founding Principal/Managing Director | Over 75% | 2019 |
| Emily Renae Raymond Control | Chief Operating Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Regent Peak Wealth Advisors, LLC manage?
Regent Peak Wealth Advisors, LLC reports $785.9 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
| Address | 200 Galleria Pkwy SE, Suite 1175, Atlanta, GA 30339 |
| Phone | 470-867-3550 |
| Fax | 470-867-3579 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$785.9M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$785.9Mregulatory AUM
Discretionary $785.9M