Pecaut Wealth Management

Pecaut Wealth Management (CRD# 2997) is a financial advisory firm headquartered in Sioux City, IA. They manage $306,587,805 in 478 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $641,397
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IA, IL, MN, NE, NY, OR, SD, WA

Financial Advisors at Pecaut Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael W. Gallagher
CRD#: 5214525
401 Douglas St, Ste 415, Sioux City, IA 51101

Michael Gallagher (CRD# 5214525) is an Investment Advisor Representative working at Pecaut Wealth Management in Sioux City, IA and has over 16 years of experience in the finance industry.

2
Daniel S. Pecaut
CRD#: 870480
401 Douglas St, Suite 415, Sioux City, IA 51101

Daniel Pecaut (CRD# 870480) is an Investment Advisor Representative working at Pecaut Wealth Management in Sioux City, IA and has over 44 years of experience in the finance industry.

3
John C. Pecaut
CRD#: 6710546
401 Douglas Street, Suite 415, Sioux City, IA 51101

John Pecaut (CRD# 6710546) is an Investment Advisor Representative working at Pecaut Wealth Management in Sioux City, IA and has over 7 years of experience in the finance industry.

4
Corey J. Wrenn
CRD#: 2263802
401 Douglas St, Suite 415, Sioux City, IA 51101

Corey Wrenn (CRD# 2263802) is an Investment Advisor Representative working at Pecaut Wealth Management in Sioux City, IA and has over 31 years of experience in the finance industry.

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