Regent Peak Wealth Advisors LLC

Business address
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA, 30339
Top securities (13F)
VTI, IEFA, AAPL, DGRO, BND, VUG, IWF, NVDA, TSLA, MSFT, SDY, ITOT, ACN, AMZN, SPY, VTV, JAAA, GOOGL, BRKB, and AVGO
State of incorporation
DE
Fiscal year end
31 December
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Regent Peak Wealth Advisors LLC has filed 26 SEC EDGAR filings since 14 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-20102
N-PX Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-20102
13F-HR Open Document Open Filing 14 Apr 2025 31 Mar 2025 028-20102
13F-HR/A Open Document Open Filing 16 Jan 2025 31 Dec 2024 028-20102
13F-HR Open Document Open Filing 07 Jan 2025 31 Dec 2024 028-20102
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-20102
N-PX Open Document Open Filing 26 Aug 2024 30 Jun 2024 028-20102
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-20102
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-20102
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-20102
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-20102
13F-HR Open Document Open Filing 19 Jul 2023 30 Jun 2023 028-20102
13F-HR Open Document Open Filing 24 Apr 2023 31 Mar 2023 028-20102
13F-HR Open Document Open Filing 08 Feb 2023 31 Dec 2022 028-20102
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-20102
13F-HR Open Document Open Filing 11 Aug 2022 30 Jun 2022 028-20102
13F-HR Open Document Open Filing 03 May 2022 31 Mar 2022 028-20102
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-20102
13F-HR Open Document Open Filing 08 Nov 2021 30 Sep 2021 028-20102
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-20102
13F-HR Open Document Open Filing 28 Apr 2021 31 Mar 2021 028-20102
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-20102
13F-HR Open Document Open Filing 04 Nov 2020 30 Sep 2020 028-20102
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-20102
13F-HR Open Document Open Filing 27 Apr 2020 31 Mar 2020 028-20102
13F-HR Open Document Open Filing 14 Feb 2020 31 Dec 2019 028-20102