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