A complete list of active advisors currently associated with Regent Peak Wealth Advisors, LLC

Warmer can help you find a great advisor at Regent Peak Wealth Advisors, LLC or one who fits your needs even better.

Regent Peak Wealth Advisors provides discretionary and non‑discretionary portfolio management, financial planning, pension consulting, family office and wealth‑planning services, and selection of third‑party money managers for individuals (including high‑net‑worth clients) and certain corporate/plan clients. The firm offers ongoing account monitoring, model portfolio implementations, and consultative single‑topic planning engagements. The firm’s investment approach emphasizes model portfolios and Modern Portfolio Theory with primary allocations to ETFs and equities, and it commonly implements strategies through sub‑advisers or third‑party money managers rather than conducting in‑house quantitative or qualitative analysis of individual securities. Regent Peak discloses it may use both long‑ and short‑term trading strategies, requires discretionary authority for many accounts, and notes that tax efficiency is not its primary portfolio objective. Distinctive disclosures in the brochure include that the firm advertises third‑party ratings in its materials, a practice that is uncommon among comparable team firms, and that a founding principal holds a minority interest in a platform that sources private fund investments. The firm also notes that a principal may serve as trustee for certain client accounts (creating custody considerations and annual surprise examination requirements), provides advisory content on digital assets with related custody and regulatory risks, and reports roughly $785.9 million in assets under management across about 206 client accounts.

To learn more about the advisors currently working at Regent Peak Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.