Regent Peak Wealth Advisors Doubles Assets Under Management Five Years After Becoming Independent RIA

Atlanta-based firm has developed robust alternative investments platform designed to improve portfolio diversification, provide better client outcomes

ATLANTA–(BUSINESS WIRE)–#independence—Regent Peak Wealth Advisors (“Regent Peak”), an Atlanta-based registered independent advisor (RIA) serving creators of significant wealth across the country, today celebrates five years of independence after breaking away from Merrill Lynch in 2019. Since becoming an independent RIA, Regent Peak has experienced remarkable growth, more than doubling its revenues and assets under management (AUM), while increasing its households served by 69 percent.

Regent Peak provides comprehensive wealth management services to multi-generational families, business owners, entrepreneurs, corporate executives and other high-net-worth clients. Despite a period of declining industry organic growth, Regent Peak has thrived by continually enhancing its client service model. Focusing on building bespoke financial plans and investment portfolios for individuals and families who may have experienced a liquidity event, launched or exited a business, or who need assistance in planning family wealth transfers, Regent Peak creates personalized, smart solutions that incorporate both sides of clients’ balance sheets.

“Regent Peak’s road to independence has unlocked the freedom to engage with our clients not just as financial advisors but also in a more expansive consulting capacity, fueling our growth journey over the past five years,” said Craig Robson, CFP, CIMA, CDFA, founding principal and managing director at Regent Peak. “The talented, hard-working team that we’ve built at Regent Peak enjoys nothing more than solving complex challenges for our clients, helping them achieve their life goals with truly objective advice. I couldn’t be prouder of the culture and firm that we’ve built.”

Managing more than $600 million in client assets, Regent Peak has expanded its access to alternative asset classes by engaging with investment solutions providers such as Atlanta-based early-stage venture capital firm Tech Square Ventures, private markets investment platform Gridline and crypto investment platform Eaglebrook. These strategic relationships are designed to improve portfolio diversification, while increasing client exposures to private asset classes such as digital assets, private equity, venture capital, commercial real estate and private credit. Additionally, Regent Peak’s clients are able to gain exposure to structured note products through NewEdge Investment Solutions and protective investments platform Halo Investing, further expanding its investment platform to better meet clients’ wealth objectives.

“It has been rewarding to witness Regent Peak’s evolution over the past five years, especially in the development and maturation of our investment management platform,” said Nathan Hoyt, CFP, chief investment officer at Regent Peak. “Everything we do at Regent Peak is centered around providing better service to the families and individuals we serve. We are committed to simplifying wealth management and building portfolios that help our clients reach their desired outcomes.”

Regent Peak has nearly doubled its headcount since pursuing independence in 2019, and is actively recruiting for its open roles. For more information on Regent Peak’s bespoke financial planning and investment management solutions for corporate executives, business owners, generationally wealthy families and divorcees, or if there is interest in joining the firm, please visit regentpeakwealth.com.

About Regent Peak

Regent Peak Wealth Advisors is an Atlanta-based registered independent advisory (RIA) 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 offers its clients objective guidance to simplify the complexities of their financial affairs, helping organize all facets of financial decision-making and create and implement strategies that are tailored to our clients’ unique circumstances and goals. For more information, follow Regent Peak on LinkedIn or visit regentpeakwealth.com.

Contacts

Regent Peak
StreetCred PR

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Will Ruben

847-208-8289

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Meaghan McNichol

412-720-3777

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