BIG SIOUX WEALTH MANAGEMENT

Overview

Big Sioux Wealth Management is an independent registered investment adviser that acts as a capital allocator for both individual & family and institutional clients. The firm favors liquid equity exposure—its largest allocation is to exchange-traded equities—and blends that core equity orientation with third-party alternative real estate allocations and mutual fund strategies. Its services extend beyond portfolio management to financial planning, pension consulting, selection of other advisers, and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM model supplemented by hourly charges for certain client engagements. The firm does not market itself as an active ESG investor and is organized under individual ownership with SEC registration beginning in 2020.

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Public Holdings

Investments & Alternatives

Location & Offices