PECAUT WEALTH MANAGEMENT

401 Douglas St, Ste 415
Sioux City, Iowa 51101
Tel: 712-252-3268

About PECAUT WEALTH MANAGEMENT

PECAUT WEALTH MANAGEMENT, formally registered with the SEC as PECAUT WEALTH MANAGEMENT. The firm was established in 06/23/1995. They have over 2 offices throughout the country.

PECAUT WEALTH MANAGEMENT is a Sioux City, Iowa based Financial Planning firm with nearly $350,524,544 assets under management, offering retirement planning & investment advisory services to 495 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	2997
SEC#	801-49498
Assets Managed by Firm	$350,524,544
No. of Clients	495
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (MAKES INVESTMENT RECOMMENDATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	495	$350,524,544
Individuals (other than high net worth individuals)	134	$57,393,046
High net worth individuals	75	$278,777,128
Charitable organizations	9	$10,635,639
Corporations or other businesses	2	$3,718,731

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AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

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