Pecaut Wealth Management

EST. AUM
$381,753,129

CONTACTS
2

CLIENT ACCOUNTS
554

Firm Details

Metro area Des Moines
CRD Number 2997
Website pecautwm.com
Client types

Overview

Pecaut Wealth Management is a federally registered investment advisor that provides financial planning and investment management services. The firm has been providing investment services since its founding in 1960 by Russell Pecaut and his sons. It operates solely under the fiduciary standard, which means the firm does not sell products or earn commissions. They believe this reduces conflicts of interest and allows them to provide unbiased financial advice. Pecaut Wealth Management thinks long-term, both in investing and in its relationships. Their ideal client is one they guide through all seasons of their life, and they avoid short-termism. The firm believes trust is earned through demonstrating integrity and competence, and they aim to do well by their clients both relationally and in investing. Pecaut Wealth Management values its long-term relationships with its clients across the U.S.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pecaut Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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