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- Custodian
- Charles Schwab & Company · Nationwide · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-26-2010
- Office Locations
- 1
Office Locations
About OLD Peak Finance
Old Peak Finance is an independent, fee-only fiduciary in Chapel Hill, NC providing personalized wealth management and comprehensive planning for executives and retirees. The firm emphasizes equity-compensation planning (RSUs, stock options, ESPP, deferred comp), proactive tax planning, estate and insurance/risk planning, and ongoing investment management. Founded in 2010 by CFP Rick Waechter, with press mentions including WSJ and NYT.
Reported data analysis
What the numbers show
Between December 2, 2025 and May 28, 2026, reported AUM increased 24.1%, from $575.2M to $714.1M.
Across 5 reported observations, AUM increased 62.2% between December 20, 2022 and May 28, 2026, from $440.1M to $714.1M.
Of the latest reported AUM, 67.3% is discretionary and 32.7% is non-discretionary.
The firm reports 7 advisory representatives and 176 clients, or 25.1 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THEODORE RICHARD WAECHTER JR
Chief Compliance Officer, Chief Executive Officer, Founding Partner
- CRD
- #1161662
- Ownership
- 75% or more
Donna E. Reaves
Director of Operations
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Alexandria Jeter
Associate Advisor
- CRD
- #7480238
Audrey Elizabeth Kayser
Associate Advisor
- CRD
- #8236646
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,514,795 | $858,062 |
| Non-Discretionary | $233,537,121 | $2,048,571 |
| Total | $714,051,916 | $1,059,424 |
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Separately Managed Accounts
SMA allocation detail is available
OLD Peak Finance has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
OLD Peak Finance's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.