Regent Peak Wealth Advisors, LLC

Regent Peak Wealth Advisors, LLC (CRD# 298259) is a financial advisory firm headquartered in Atlanta, GA. They manage $611,492,317 in 1,439 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339
https://www.youtube.com/channel/ucny-iwjoi8rr2bjetcvku7w/about
By the Numbers
  • Total Assets Under Management
    611
    MILLION
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $424,943
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, NY, OH, SC, TX, VA, WA

Financial Advisors at Regent Peak Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nathan Hoyt, financial advisor Atlanta GA
Nathan R. Hoyt
CRD#: 5103586
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339

Nathan Hoyt (CRD# 5103586) is an Investment Advisor Representative working at Regent Peak Wealth Advisors, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

2
Carmen Laster, financial advisor Atlanta GA
Carmen L. Laster
CRD#: 4559321
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339

Carmen Laster (CRD# 4559321) is an Investment Advisor Representative working at Regent Peak Wealth Advisors, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

3
Kevin Manning, financial advisor Atlanta GA
Kevin N. Manning
CRD#: 4718946
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339

Kevin Manning (CRD# 4718946) is an Investment Advisor Representative working at Regent Peak Wealth Advisors, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

4
Emily Raymond, financial advisor Atlanta GA
Emily R. Raymond
CRD#: 6478827
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339

Emily Raymond (CRD# 6478827) is an Investment Advisor Representative working at Regent Peak Wealth Advisors, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

5
Craig Robson, financial advisor Atlanta GA
Craig N. Robson
CRD#: 2491312
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339

Craig Robson (CRD# 2491312) is an Investment Advisor Representative working at Regent Peak Wealth Advisors, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.

6
Robert Fazio, financial advisor Atlanta GA
Robert N. Fazio
CRD#: 7561757
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA 30339

Robert Fazio (CRD# 7561757) is an Investment Advisor Representative working at Regent Peak Wealth Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals