Pettibone Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pettibone Wealth Management advises individuals, trusts, and small businesses, with a client base that includes high-net-worth and non‑HNW households. The firm provides discretionary investment management, portfolio monitoring, and general financial planning support such as tax, retirement, and estate planning consultations.
The firm's investment approach is asset-allocation driven, combining long-term and tactical strategies that use both active and passive mutual funds, ETFs, and occasional individual equities. PWM employs institutional research sources, Monte Carlo analysis for planning, and a charting tool for multi‑year stock timing, and it may retain individual securities for tax or personal reasons.
Compared with many peers, PWM provides its own quarterly performance reports and ongoing research or periodic communications to clients, in addition to custodian statements — a practice that is relatively uncommon among supported firms. The firm also leverages third‑party fixed‑income managers and custodial platform services that supply institutional research and practice‑management support.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
Account minimum: $250,000
Main office
2801 D St. Mary's Avenue
Hannibal MO 63401
Advisors at this office
1
Most active in
Illinois · Missouri
Also doing business as
Pettibone Financial Group, LLC · Pettibone Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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