SIOUX CITY, IACRD 2997Latest ADV November 19, 2025
Pecaut Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Sioux City, IA. Its latest Form ADV filing, dated November 19, 2025, reports $382M in regulatory assets under management, 6 employees, 1 office, and 554 accounts.
Assets Under Management
$382M
Employees
6
Offices
1 office
Total Clients
231
Primary office
SIOUX CITY, IA
401 DOUGLAS ST, STE 415, SIOUX CITY, IA, United States
Top client segmentIndividuals represent 62.3% of total clients.
Top client categories% of clientsClients
1
Individuals
62.3%
144
2
HNWI
32.5%
75
3
Charitable
4.3%
10
4
Corporations
0.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of November 19, 2025
Discretionary95.6%
$365M
96% of total RAUM95.6%
Non-discretionary4.4%
$17M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$382M
Total Accounts554
10Y AUM Change+$221M (+137.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee39:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.