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Regent Peak Wealth Advisors

EST. AUM
$785,861,395

CONTACTS
4

CLIENT ACCOUNTS
1,611

Firm Details

Metro area Atlanta
CRD Number 298259
Website regentpeakwealth.com
Client types

Overview

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. Regent Peak is part of the Dynasty Financial Partners Network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, Regent Peak has access to a full array of investment research, consulting, and proprietary analytical tools.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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