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PECAUT WEALTH MANAGEMENT
PECAUT & CO.
CRD 2997 · SEC 801-49498
401 DOUGLAS ST, STE 415, SIOUX CITY, IA, 51101, United States
Phone
712-252-3268
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.8M
Discretionary AUM
$365.0M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-11-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsMAKES INVESTMENT RECOMMENDATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $70.1M |
| High net worth individuals | 75 | $296.8M |
| Charitable organizations | 10 | $11.1M |
| Corporations/business entities | 2 | $3.8M |
States served
AZ, CA, IL, IA, MN, NE, NY, OR, WA, TX, SD
All web addresses on file
Official SEC filing: View on IAPD