Arete Wealth Advisors, LLC

Overview

Arete Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2009. The firm serves both individual and family clients as well as institutional relationships and acts as a capital allocator, selecting external managers in addition to managing client portfolios directly. Its advisory services span financial planning, portfolio management for individuals and institutions, pension consulting and selection of other advisers, and it also publishes periodicals or newsletters. In addition to advisory work, the firm engages in brokerage and insurance distribution activities. Fee arrangements include traditional percentage-of-AUM billing plus hourly and fixed-fee engagements; the firm also uses performance-based fees in some arrangements. Arete is not identified as an active ESG investor in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices