# Pecaut Wealth Management

Pecaut Wealth Management is a Bank / Wealth / Trust based in Sioux City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sioux City, United States
- **Region:** North America
- **Address:** 4248 Galewood St., Lake Oswego, OR, United States
- **Founded:** 1960
- **Assets under management:** Undisclosed
- **Website:** pecautwm.com
- **LinkedIn:** https://www.linkedin.com/company/pecautwm

## Regulatory record

- **CRD number:** 2997
- **SEC file number:** 801-49498
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-11-19T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/2997

## About

The firm was founded in 1960 by Russell Pecaut alongside his sons, and it has remained a family-operated registered investment advisor. From offices in Lake Oswego, Oregon, and Sioux City, Iowa, it serves individuals, high-net-worth families, trusts, and corporations across the United States. Pecaut concentrates on financial planning, retirement planning, and discretionary portfolio management. It constructs portfolios designed to navigate market cycles for clients it describes as being more concerned with preserving wealth than taking excessive risk — a posture seen in its case-study clients, which include two-physician households, manufacturing business owners exiting through a sale, and a retiree with estate-tax exposure. Details on total advisory assets, team size, or named co-investors are not publicly disclosed. No adjacent vehicles, philanthropic foundations, or real-asset arms appear in available records. The firm operates under the fiduciary standard, meaning it earns no commissions or product-sales fees, a structure it credits with reducing conflicts. Its structural distinction is the deliberate avoidance of a broker-dealer model. By remaining a pure fiduciary, in place since 1960, the firm chose a path that the industry didn't broadly embrace until decades later, which shapes the client base it attracts and the advice it delivers.

## Offices

- Sioux City, IA, United States

## People

- Russell Pecaut — Founder

## Questions

### Who runs investment decisions at Pecaut Wealth Management?

The firm does not publicly name a chief investment officer or investment committee. It was founded and continues to be led by the Pecaut family, with the founder Russell Pecaut listed on the website. Operational leadership details beyond the founder are not disclosed.

### How does Pecaut source clients and investment opportunities?

Pecaut describes its client base as doctors, professionals, business owners, and retirees. The website features case studies of physician households and exiting manufacturing-company founders. No dedicated origination or sourcing team is named, and the firm does not describe a proprietary deal-flow model.

### Does Pecaut earn commissions or sell proprietary products?

No. Pecaut operates solely under the fiduciary standard. The firm states it does not sell products or earn commissions, which it believes reduces conflicts of interest and allows it to provide unbiased financial advice.

## Related profiles

- [Pecari Ventures](https://altss.com/profile/pecari-ventures)
- [Peck Wealth Management](https://altss.com/profile/peck-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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