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Est. 2026The front page of wealth managementNew York

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Peter Mallouk

CEO at Creative Planning

At a glance

Peter Mallouk was in a deal involving Creative Planning with $780 billion in assets (RIABiz, September 16, 2026). Our coverage identifies Peter Mallouk as CEO at Creative Planning (our reporting, October 6, 2026). 2 stories in our coverage name them, from September 16, 2026 to October 6, 2026.

Firm
Creative Planning
Role
CEO
Assets, as reported
$780BRIABiz, Sep 16, 2026
In our coverage
2 stories

The record

Also in the news

  1. Creative Planning names Ovi Vitas chief marketing officer, tapping consumer brand backgroundFinancial ADVSR

How this page is built

Every line on this page comes from a story that names Peter Mallouk: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 6, 2026. All people in our coverage →