Regent Peak Wealth Advisors
Financial Services • 
Atlanta, Georgia, United States • 11-20 Employees
Company overview
| Headquarters | 200 Galleria Pkwy SE, Suite 1175, Atlanta, Georgia 30339, US |
| Phone number | +14708673550 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Financial Planning, Investment Advisory Services |
| Founded | 2019 |
| Employees | 11-20 |
| Socials |
Key Contact at Regent Peak Wealth Advisors
Craig Robson
Founding Principal And Managing Director
Regent Peak Wealth Advisors Email Formats
Regent Peak Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@regentpeakwealth.com), used 92.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@regentpeakwealth.com | 92.3% |
{first name}{last name} | johndoe@regentpeakwealth.com | 7.7% |
About Regent Peak Wealth Advisors
Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, as well as trustees and board directors. We provide our clients with objective advice in simplifying the complexities of their financial affairs. We help simplify your financial life by developing a financial roadmap designed to maximize rewarding outcomes. We do this by focusing on what’s important to you. We will organize all aspects of your financial decision making, creating and implementing strategies tailored to your circumstances and objectives. We will serve as your financial fiduciary, your objective advisor, and your loyal confidante. We are fully committed to helping you enjoy “peace of mind” – and the benefits of your wealth.
Regent Peak Wealth Advisors revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Regent Peak Wealth Advisors has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Regent Peak Wealth Advisors has never raised funding before.
Regent Peak Wealth Advisors Tech Stack
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