REGENT PEAK WEALTH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
357
Total plan assets
$40.1M
Filings (rows)
2
Direct comp
$49K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NEWCOMB SPRING CORP. NEWCOMB SPRING CORP. RETIREMENT PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 182 | $22.0M | $21K |
| NEWCOMB SPRING CORP. NEWCOMB SPRING CORP. RETIREMENT PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 175 | $18.1M | $28K |