Old Peak Finance
Old Peak Finance is an SEC-registered wealth manager in Chapel Hill, NC with $714.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Old Peak Finance: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154804, SEC 801-109968, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $714.1M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- Chapel Hill, NC
- Employees
- 9
- Clients
- 176
- CRD
- 154804
- Ownership
- WAECHTER, THEODORE, RICHARD; ROUTH, DANIEL, ALAN; Reaves, Donna, E.; Villegas, Kathleen, Jessica
How much AUM does Old Peak Finance have?
Old Peak Finance reported $714.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Old Peak Finance?
Disclosed owners and executives of Old Peak Finance include WAECHTER, THEODORE, RICHARD, ROUTH, DANIEL, ALAN, Reaves, Donna, E., Villegas, Kathleen, Jessica. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.