Data / Investment advisers / Iowa / Pecaut Wealth Management
Pecaut Wealth Management, Sioux City, IA: $382 million AUM, SEC registered investment adviser
Pecaut Wealth Management is an SEC registered investment adviser with its main office in Sioux City, Iowa and reports $382 million in regulatory assets under management in its Form ADV filed November 19, 2025. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 2997
- SEC file number
- 801-49498
- SEC status
- Approved, effective June 23, 1995
- Legal name
- Pecaut & Co.
- Main office
- 401 Douglas St, Ste 415, Sioux City, IA 51101
- Phone
- (712) 252-3268
- Website
- investsiouxland.com
- Regulatory AUM
- $381,753,129 in the Form ADV filed November 19, 2025
- Discretionary AUM
- $365,036,294
- Non discretionary AUM
- $16,716,835
- Accounts
- 554
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- November 19, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $296.8 million |
| Individuals (other than high net worth individuals) | 144 | $70.1 million |
| Charitable organizations | 10 | $11.1 million |
| Corporations or other businesses | 2 | $3.8 million |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mokosak Advisory Group, LLC | Urbandale | $413.9 million | Not listed | adviserinfo.sec.gov |
| Friday Financial | Dubuque | $409.3 million | Not listed | adviserinfo.sec.gov |
| Compass Financial Services | West des Moines | $407.4 million | Not listed | adviserinfo.sec.gov |
| Midwest Heritage Financial Advisors | West des Moines | $398.7 million | Not listed | adviserinfo.sec.gov |
| Aegon Real Assets US | Cedar Rapids | $394.5 million | 1 | adviserinfo.sec.gov |
| Boyle Capital | West des Moines | $342 million | Not listed | adviserinfo.sec.gov |
| Ballast Capital Advisors, LLC | West des Moines | $328.7 million | Not listed | adviserinfo.sec.gov |
| Weitzel Financial Services, Inc. | Dubuque | $327.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Pecaut Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.