Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC is an independent, SEC-registered investment advisory firm headquartered in Atlanta, GA. Founded in 2020, the firm serves creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, trustees, and board directors. As of early 2025, Regent Peak employs approximately 10 people and manages over $700 million in assets for primarily high-net-worth individuals and related entities.
Investment Strategy
Regent Peak Wealth Advisors LLC specializes in long-term, discretionary wealth management for high-net-worth individuals, families, and select corporations. Their investment strategy focuses on comprehensive financial planning and diversified portfolio construction using equities, ETFs, and other public market instruments tailored to individual client objectives. The firm emphasizes personalized advice and risk-centric approaches to preserve and grow client wealth through market cycles.
Top Holdings
Equity Positions (190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 16.81% | $83.90B | 255,659 | $328.17 | $328.17 | +$83.90B |
I IEFA | ISHARES CORE MSCI EAFE ETF | 7.85% | $39.18B | 448,722 | $87.31 | $87.31 | +$39.18B |
A AAPL | APPLE INC COM | 5.57% | $27.82B | 109,265 | $254.63 | $254.63 | +$27.82B |
D DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4.85% | $24.20B | 355,451 | $68.08 | $68.08 | +$24.20B |
B BND | VANGUARD TOTAL BOND MARKET ETF | 4.74% | $23.65B | 317,974 | $74.37 | $74.37 | +$23.65B |