Peter Mallouk, a name that has become synonymous with financial success and innovation, began his career in the world of finance with a clear vision and an entrepreneurial spirit. Born and raised in Kansas City, Missouri, Mallouk’s journey to prominence started when he was just 15 years old, working at a local brokerage firm. His passion for investing and understanding the intricacies of the financial market was evident even at this young age, setting the stage for his future endeavors.

After completing his education at the University of Missouri-Columbia, Mallouk went on to obtain his law degree from the University of Kansas School of Law. However, it was his experience in the financial sector that truly defined his career path. In 1994, at the age of 23, Mallouk founded Creative Planning, a fee-only financial planning and investment management firm. His innovative approach to wealth management, focusing on a client-centric model and holistic planning, quickly garnered attention and set him apart in the industry.

Peter Mallouk’s Current Net Worth (2025)

As of 2025, Peter Mallouk’s current net worth is estimated to be around $2 billion. His wealth has grown significantly over the years, primarily through his successful career in the finance industry.

Career

Peter Mallouk is the President and Chief Investment Officer of Creative Planning, Inc., a wealth management firm he co-founded in 1983. He has over four decades of experience in the financial services industry and is a Certified Financial Planner (CFP). Mallouk is also a regular contributor to various financial publications and has authored several books on wealth management.

Other Ventures

Besides Creative Planning, Mallouk is involved in several other ventures. He is a co-founder and board member of the Children’s Mercy Hospital Foundation, a non-profit organization dedicated to improving the health of children. Additionally, he serves on the board of directors for several other companies, including the Kansas City Sports Commission and the Kemper Museum of Contemporary Art.

Assets

Mallouk’s assets primarily consist of his stake in Creative Planning, which is valued at over $1 billion. He also owns several properties, including a 12,000 square-foot mansion in Mission Hills, Kansas, and a ranch in Colorado. His art collection, which includes works by Andy Warhol and Roy Lichtenstein, is estimated to be worth tens of millions of dollars.

Annual Income

Peter Mallouk’s annual income is primarily derived from his salary at Creative Planning, which is estimated to be around $50 million. He also earns additional income from his board positions and investments in various companies. His total annual income is estimated to be over $60 million.

Frequently Asked Questions about  Peter Mallouk

Frequently Asked Questions: Peter Mallouk Net Worth

1. What is Peter Mallouk’s net worth?

Peter Mallouk’s net worth is estimated to be around $1 billion.

2. How did Peter Mallouk make his fortune?

Peter Mallouk made his fortune through his successful career in the financial services industry. He is the co-founder and CEO of Creative Planning, a wealth management firm.

3. What is Peter Mallouk’s age?

Peter Mallouk was born on March 15, 1973, making him 49 years old.

4. Where did Peter Mallouk grow up?

Peter Mallouk grew up in Kansas City, Missouri.

5. What is Peter Mallouk’s educational background?

Peter Mallouk graduated from the University of Missouri with a degree in finance and economics. He also holds a law degree from the University of Kansas School of Law.

6. When did Peter Mallouk found Creative Planning?

Peter Mallouk co-founded Creative Planning in 1983 with his father, Donald Mallouk.

7. What is Peter Mallouk’s role at Creative Planning?

Peter Mallouk serves as the CEO of Creative Planning, overseeing the firm’s operations and strategic direction.

8. What are some of Peter Mallouk’s notable achievements?

Peter Mallouk has been named to the Forbes list of America’s Top Wealth Advisors and the Financial Times list of Top 300 Registered Investment Advisors. He is also a regular contributor to CNBC and other financial media outlets.

9. Does Peter Mallouk have any philanthropic endeavors?

Yes, Peter Mallouk is involved in several philanthropic endeavors. He is a trustee of the Kemper Museum of Contemporary Art and the University of Missouri System. He also supports various other charitable organizations.

10. What is Peter Mallouk’s investment philosophy?

Peter Mallouk’s investment philosophy is based on a long-term, diversified approach. He advocates for evidence-based investing and emphasizes the importance of financial planning and wealth preservation.