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

More Retirement Planning firms in Sioux City, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1776 Pleasant Plain Rd. Fairfield, IA, 52556-8757	$87,368,733,496	448526	3312
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383

Explore More Retirement Advisors in Sioux City, Iowa

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.