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| Regent Peak Wealth Advisors LLC
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|---|---|
| CRD # | 298259 |
| SEC # | 801-115021 |
| CIK # | 0001803329 |
| AUM | 785.9 M (2026-06-11) |
| Employees | 10 (70% Investors, 10% Brokers) |
| Fees | |
| Minimum | |
| Phone | 470-867-3550 |
| Address | 200 Galleria Pkwy SE Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.3 | ||
| Nvidia Corp | 18.1 | ||
| Tesla Motors Inc | 15.9 | ||
| Amazon Com Inc | 11.7 | ||
| Microsoft Corp | 10.5 | ||
| Accenture PLC | 9.2 | ||
| Alphabet Inc | 8.4 | ||
| Alphabet Inc | 6.5 | ||
| Broadcom Inc | 6.1 | ||
| Lilly Eli & Co | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 30.3 |
| (b) Individuals (high net worth individuals) | 141 | 688.1 |
| (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 | 6 | 54.2 |
| (n) Other | 11 | 13.3 |
| Total | 1,611 | 785.9 |
| By Discretionary | ||
| Discretionary | 1,611 | 785.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,611 | 785.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 785.9 | |
| Total | 1,611 | 785.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803329] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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