Old Peak Finance

Who works here

• AJ
  Alexandria Jeter
• AK
  Audrey Elizabeth Kayser
• DR
  Daniel Alan Routh
• EV
  Erin Alguire Vickery
• JM
  James Grant Mosher
• JM
  Justin James May
• MM
  Madison Walling Mitchell
• TW
  Theodore Richard Waechter

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Old Peak Finance

Legal name: Old Peak Finance LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

154804