Advisor at Pecaut Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pecaut Wealth Management
Location
Sioux City, IA 51101
Credentials
Series 65
Industry experience
9 years
John Pecaut is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Pecaut & Co. since 2016 and currently serves at Pecaut Wealth Management in Sioux City, IA, a team-based firm with four advisors. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, investment consulting, and one-time financial plans. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators and delivers regular market commentary through client communications.
Based on Pecaut Wealth Management
One-time financial planning fee up to $7,500 per plan (negotiable and may be waived).
Up to 0.375% quarterly (equivalent to up to 1.5% annually)
Account minimum: $500,000 minimum (may be waived at discretion)
401 Douglas Street, Suite 415
Sioux City, IA 51101
Iowa
Pecaut & Co.
2018 - Present (8 years)
Pecaut & Co.
2016 - 2018 (2 years)
Pinnacle
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Sioux City, IA
Pecaut Wealth Management
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Series 65
Dakota Dunes, SD
Blue Line Capital
Series 65
Dakota Dunes, SD
Steele Capital Management, Inc.
Series 66
Sioux City, IA
RDA Financial network
Series 63, Series 65
Sioux City, IA
Momentum Independent Network Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")