REGENT PEAK WEALTH ADVISORS, LLC
C35
CRD 298259·SEC 801-115021·ATLANTA, GA
AUM
$785.9M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $222.1M
'21 · $302.6M
'22 · $424.1M
'23 · $574.9M
'25 · $706.2M
'26 · $785.9M
'20'26
$222.1M → $785.9M▲ +254%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
3 advisors → 7 advisors▲ +133%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 GALLERIA PKWY SESUITE 1175ATLANTA, GA 30339
Business
200 GALLERIA PKWY SESUITE 1175ATLANTA, GA 30339
Edgar Recent Filings
13F-HR2026-04-14 · 0001803329-26-000004
13F-HR2026-01-08 · 0001803329-26-000002