Arete Wealth Strategists

Overview

Arete Wealth Strategists is an independent registered investment adviser structured as an LLC that serves individual and family clients. The firm acts as a capital allocator and runs discretionary portfolio management alongside financial planning and advisory services. Its fee schedule is flexible—charging a percentage of assets under management as well as offering hourly and fixed-fee arrangements—reflecting work with both ongoing wealth management relationships and project-based planning. Investment activity centers on public funds and mutual funds as the core sleeve of client portfolios, supplemented by allocations to third‑party alternative managers. The firm provides portfolio management for individuals and small businesses, offers pension consulting and selection of other advisers, and runs educational seminars and workshops. Arete is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices