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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Regent Peak Wealth Advisors LLC
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|---|---|
| CRD # | 298259 |
| SEC # | 801-115021 |
| CIK # | 0001803329 |
| AUM | $706.2 M (2025-03-11) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 470-867-3550 |
| Address | 200 Galleria Pkwy SE Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.8 | ||
| Accenture PLC | 14.9 | ||
| Microsoft Corp | 10.2 | ||
| Tesla Motors Inc | 9.4 | ||
| Nvidia Corp | 8.9 | ||
| Amazon Com Inc | 8.5 | ||
| Laclede Group Inc | 7.1 | ||
| Progressive Corp/Oh/ | 5.3 | ||
| Delta Air Lines Inc | 3.8 | ||
| Alphabet Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 25.7 |
| (b) Individuals (high net worth individuals) | 132 | 619.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 50.7 |
| (n) Other | 9 | 10.7 |
| Total | 1,542 | 706.2 |
| By Discretionary | ||
| Discretionary | 1,542 | 706.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,542 | 706.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 706.2 | |
| Total | 1,542 | 706.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803329] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RiversEdge Advisors LLC
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|
DE | 0.7 |
|
Aegis Wealth Management LLC
✚
|
MD | 0.7 |
|
Global View Capital Management LLC
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WI | 0.7 |
|
Fuller Wealth Management LLC
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|
TX | 0.7 |
|
Noesis Capital Management Corp
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|
FL | 0.7 |
|
Vestgen Investment Management LLC
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|
NJ | 0.7 |
|
MAIA Wealth LLC
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|
CO | 0.7 |
|
RBB Treasury LLC
✚
|
NY | 0.7 |
|
Impact Retirement Advisors LLC
✚
|
0.7 | |
|
Albitz/Miloe and Associates Inc
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|
CA | 0.7 |