Pecaut Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$381,753,129
Total clients
219
34% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
55
Average account size
$1,743,165
Client services
Fee options
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)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Pecaut Wealth Management
401 Douglas St, Ste 415
Sioux City IA 51101, United States
Number of offices
2
Quick links
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