Solomon Austin Cohen
Investment adviser representative at Regent Peak Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$785.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Regent Peak Wealth Advisors, LLCMay 2026 to now
- Hb Wealth Management, LLCJul 2023 to May 2026
- The Vanguard Group, Inc.Jun 2022 to Jul 2023
- Connect AmericaMay 2021 to Sep 2021
- Northwestern MutualApr 2020 to Oct 2020
- Vitos In the ValleyMay 2019 to Jan 2022
- Lifetime FitnessMay 2019 to Aug 2019
- BounceuDec 2018 to Jan 2019
- La Salle UniversityAug 2018 to May 2022
- BounceuMar 2018 to Jul 2018
- Lifetime FitnessApr 2017 to Aug 2018
- Marquette High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Regent Peak Wealth Advisors, LLC
$785.9MAssets managed
223Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7250189
- Firm CRD
- 298259