ARETE WEALTH ADVISORS, LLC

CRD 145488 · SEC 801-69827

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1115 W FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607, United States

Phone

312-940-3684

Fax

312-264-0087

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.75B

Discretionary AUM

$2.75B

Team

135 total employees; 130 advisory reps; 35 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsNON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.

Client types

Type	Clients	AUM
Individuals	1848	$521.6M
High net worth individuals	3441	$2.04B
Pension/profit sharing plans	9	$6.9M
Charitable organizations	12	$4.5M
Corporations/business entities	116	$173.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

Official SEC filing: View on IAPD

ARETE WEALTH ADVISORS, LLC

Services

Client types

States served

All web addresses on file