RIA Intelligence

PECAUT & CO.

Legal name: PECAUT WEALTH MANAGEMENT

CRD #2997 SEC #801-49498 SIOUX CITY, IA 712-252-3268
SEC Registered
Total AUM
$381.8M
Discretionary
$365M
Employees
6
Clients
101
Accounts
554

AUM Over Time

DateNov 2025
Total AUM$381.8M
Discretionary$365M
Non-Disc.$16.7M
Employees6
Clients1
DateNov 2024
Total AUM$350.5M
Discretionary$336.2M
Non-Disc.$14.3M
Employees4
Clients6
DateNov 2023
Total AUM$306.6M
Discretionary$295.4M
Non-Disc.$11.2M
Employees4
Clients7
DateNov 2022
Total AUM$268.8M
Discretionary$262.3M
Non-Disc.$6.5M
Employees4
Clients5
DateMar 2022
Total AUM$305.5M
Discretionary$281.8M
Non-Disc.$23.7M
Employees4
Clients1
DateNov 2021
Total AUM$305.5M
Discretionary$281.8M
Non-Disc.$23.7M
Employees4
Clients1
DateOct 2021
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateJun 2021
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateApr 2021
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateApr 2021
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateApr 2021
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateMar 2021
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateNov 2020
Total AUM$230M
Discretionary$210.1M
Non-Disc.$19.9M
Employees3
Clients1
DateJun 2020
Total AUM$226M
Discretionary$220.9M
Non-Disc.$5.1M
Employees3
Clients1
DateNov 2019
Total AUM$226M
Discretionary$220.9M
Non-Disc.$5.1M
Employees3
Clients1
DateNov 2018
Total AUM$223M
Discretionary$217.8M
Non-Disc.$5.2M
Employees3
Clients2
DateSep 2018
Total AUM$203.9M
Discretionary$199.1M
Non-Disc.$4.8M
Employees3
Clients2
DateNov 2017
Total AUM$203.9M
Discretionary$199.1M
Non-Disc.$4.8M
Employees3
Clients2
DateNov 2016
Total AUM$160.6M
Discretionary$156.2M
Non-Disc.$4.4M
Employees3
Clients100
DateNov 2015
Total AUM$173.7M
Discretionary$169.4M
Non-Disc.$4.3M
Employees4
Clients100
DateNov 2014
Total AUM$191M
Discretionary$186M
Non-Disc.$5M
Employees4
Clients100
DateNov 2013
Total AUM$162.7M
Discretionary$158.4M
Non-Disc.$4.3M
Employees4
Clients100
DateDec 2012
Total AUM$140.3M
Discretionary$136.5M
Non-Disc.$3.8M
Employees5
Clients118
DateDec 2012
Total AUM$140.3M
Discretionary$136.5M
Non-Disc.$3.8M
Employees5
Clients118
DateNov 2012
Total AUM$140.3M
Discretionary$136.5M
Non-Disc.$3.8M
Employees5
Clients118
DateApr 2012
Total AUM$131.9M
Discretionary$128.3M
Non-Disc.$3.6M
Employees1
Clients124
DateMar 2012
Total AUM$131.9M
Discretionary$128.3M
Non-Disc.$3.6M
Employees1
Clients124
DateNov 2011
Total AUM$131.9M
Discretionary$128.3M
Non-Disc.$3.6M
Employees1
Clients124
DateNov 2010
Total AUM$115.6M
Discretionary$112.5M
Non-Disc.$3.2M
Employees5
Clients--
DateNov 2007
Total AUM$136M
Discretionary$132.4M
Non-Disc.$3.6M
Employees5
Clients--
DateNov 2006
Total AUM$120.3M
Discretionary$117.1M
Non-Disc.$3.2M
Employees5
Clients--
DateNov 2005
Total AUM$110.6M
Discretionary$107.8M
Non-Disc.$2.8M
Employees5
Clients--
DateJan 2004
Total AUM$65.3M
Discretionary$63.1M
Non-Disc.$2.2M
Employees10
Clients--
DateDec 2003
Total AUM$65.3M
Discretionary$63.1M
Non-Disc.$2.2M
Employees10
Clients--
DateNov 2003
Total AUM$65.3M
Discretionary$63.1M
Non-Disc.$2.2M
Employees10
Clients--