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
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
73
Average account size
$1,743,165
About
Pecaut Wealth Management works with individuals, trusts, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary portfolio management, investment consulting, and one-time financial plans. Client accounts are tailored and continuously supervised, typically using stocks, bonds, ETFs, and mutual funds and allowing reasonable client-imposed investment restrictions.
The firm formulates advice around each client’s goals, risk tolerance, cashflow needs, and tax considerations, managing asset allocation, periodic rebalancing, and exposure across broad and concentrated investments as appropriate. It applies a long-term, value-oriented approach to individual stock selection—emphasizing fundamental analysis and competitive “moats”—and uses a proprietary system of leading economic indicators to adjust portfolio aggressiveness or defensiveness.
Distinctive features include multi-decade continuity and a longstanding firm newsletter in continuous production since 1982, along with regular quarterly client letters that include market commentary—an uncommon practice for firms in this category. Coupled with its proprietary indicator framework and a mix of in-house and external research sources, these elements shape a more systematic market-timing overlay to its traditional value-investing process.
Client services
Expertise
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)
Main office location
Pecaut Wealth Management
401 Douglas St, Ste 415
Sioux City IA 51101, United States
Number of offices
2
Most active in
Arizona · California · Illinois · Iowa · Minnesota · Nebraska · New York · Oregon · South Dakota · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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