REGENT PEAK WEALTH ADVISORS, LLC
CRD #298259 SEC #801-115021 ATLANTA, GA 470-867-3550
SEC Registered
Total AUM
$706.2M
Discretionary
$706.2M
Employees
10
Clients
26
Accounts
1,542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $706.2M | $706.2M | $0 | 10 | 0 |
| Nov 2024 | $611.5M | $611.5M | $0 | 10 | 0 |
| Oct 2024 | $611.5M | $611.5M | $0 | 10 | 0 |
| Jun 2024 | $611.5M | $611.5M | $0 | 10 | 0 |
| Mar 2024 | $611.5M | $611.5M | $0 | 10 | 0 |
| Feb 2024 | $611.5M | $611.5M | $0 | 10 | 0 |
| Nov 2023 | $532M | $532M | $0 | 10 | 0 |
| Aug 2023 | $532M | $532M | $0 | 10 | 0 |
| Mar 2023 | $532M | $532M | $0 | 8 | 0 |
| Dec 2022 | $574.9M | $574.9M | $0 | 8 | 0 |
| Mar 2022 | $574.9M | $574.9M | $0 | 8 | 0 |
| Nov 2021 | $424.1M | $424.1M | $0 | 6 | 0 |
| Sep 2021 | $424.1M | $424.1M | $0 | 6 | 0 |
| Mar 2021 | $424.1M | $424.1M | $0 | 6 | 0 |
| Nov 2020 | $302.6M | $302.6M | $902 | 5 | 0 |
| Oct 2020 | $302.6M | $302.6M | $902 | 5 | 0 |
| Jul 2020 | $302.6M | $302.6M | $902 | 5 | 0 |
| Jun 2020 | $302.6M | $302.6M | $902 | 5 | 0 |
| Mar 2020 | $302.6M | $302.6M | $902 | 5 | 0 |
| Sep 2019 | $222.1M | $222.1M | $0 | 5 | 0 |
| Aug 2019 | $222.1M | $222.1M | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| Mar 2019 | $0 | $0 | $0 | 5 | 0 |
| Mar 2019 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$706.2M
Discretionary$706.2M
Non-Disc.$0
Employees10
Clients0
DateNov 2024
Total AUM$611.5M
Discretionary$611.5M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$611.5M
Discretionary$611.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$611.5M
Discretionary$611.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$611.5M
Discretionary$611.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$611.5M
Discretionary$611.5M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$532M
Discretionary$532M
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$532M
Discretionary$532M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$532M
Discretionary$532M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$574.9M
Discretionary$574.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$574.9M
Discretionary$574.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$902
Employees5
Clients0
DateOct 2020
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$902
Employees5
Clients0
DateJul 2020
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$902
Employees5
Clients0
DateJun 2020
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$902
Employees5
Clients0
DateMar 2020
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$902
Employees5
Clients0
DateSep 2019
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0