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| Regent Peak Wealth Advisors LLC
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| |
|---|---|
| CRD # | 298259 |
| SEC # | 801-115021 |
| CIK # | 0001803329 |
| AUM | $611.5 MM (2024-06-07) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 470-867-3550 |
| Address | 200 Galleria Pkwy SE Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ITW | 56,990.9 | 23.7 | |
| AAPL | 2,382,844.0 | 23.0 | |
| ACN | 179,517.0 | 18.1 | |
| MSFT | 1,918,222.4 | 13.1 | |
| NVDA | 399,550.0 | 10.2 | |
| AMZN | 1,092,997.8 | 9.4 | |
| SR | 3,877.4 | 8.5 | |
| TSLA | 723,390.3 | 6.9 | |
| GOOGL | 1,475,138.5 | 4.2 | |
| KO | 269,985.6 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 18.9 |
| (b) Individuals (high net worth individuals) | 133 | 530.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 49.3 |
| (n) Other | 7 | 12.7 |
| Total | 1,439 | 611.5 |
| By Discretionary | ||
| Discretionary | 1,439 | 611.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,439 | 611.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.5 | |
| Total | 1,439 | 611.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803329] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Front Street Capital Management Inc
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|
MT | 0.6 |
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Advisors Management Group Inc
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WI | 0.6 |
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Peddock Capital Advisors LLC
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MA | 0.6 |
|
North Berkeley Wealth Management LLC
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CA | 0.6 |
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Smithbridge Asset Management Inc
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PA | 0.6 |
|
Newman Dignan & Sheerar Inc
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|
RI | 0.6 |
|
Vantage Financial Partners LLC
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|
WI | 0.6 |
|
Brighton Securities Corp
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|
NY | 0.6 |
|
Sugarloaf Wealth Management LLC
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|
GA | 0.6 |
|
Fiduciary Family Office LLC
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|
FL | 0.6 |