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Theodore Richard Waechter

OLD PEAK FINANCE LLC·CHAPEL HILL, North Carolina
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100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 1161662Firm CRD# 154804
01

About

Theodore Richard Waechter is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with OLD PEAK FINANCE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OLD PEAK FINANCE LLC
OLD PEAK FINANCE
AUM
$472M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OLD PEAK FINANCE LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1161662
Firm CRD# 154804
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Richard Waechter offer?
Theodore Richard Waechter specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Theodore Richard Waechter's credentials?
Theodore Richard Waechter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Richard Waechter located?
Theodore Richard Waechter is based in CHAPEL HILL, North Carolina, working with OLD PEAK FINANCE LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Theodore Richard Waechter charge for services?
Theodore Richard Waechter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD PEAK FINANCE LLC?
OLD PEAK FINANCE LLC has approximately 10 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLD PEAK FINANCE LLC

Kathleen Jessica Villegas
CHAPEL HILL, NC

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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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