Arete Wealth Advisors, LLC

RIASEC Registered

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$506K

Accounts

5,424

Employees

135

Advisory reps

149

Firm details

Headquarters: Chicago, Illinois
CRD number: 145488
Registered since: January 5, 2009
Website: aretewealth.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI74.28%
Individuals19%
Corporations / Businesses6.31%
Pension & Profit Sharing Plans0.25%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Arete Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC. It is registered with the SEC (registered in 2009) and positions itself as a capital allocator serving both individuals/families and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers—with non-advisory broker-dealer and insurance distribution activities. Its fee arrangements are flexible (percentage of AUM, hourly, fixed, performance-based and other structures). Arete does not identify as an active ESG investor.