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ARETE FINANCIAL SOLUTIONS, LLC
CRD 314310
1626 N. LITCHFIELD RD., SUITE 170, GOODYEAR, AZ, 85395, United States
Phone
623-505-7141
Fax
623-321-0244
Registration
— (—)
Source
State registered
Total AUM
$18.9M
Discretionary AUM
$18.4M
Team
4 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $10.3M |
| High net worth individuals | 4 | $8.1M |
| Pension/profit sharing plans | 20 | $487K |
All web addresses on file
Official SEC filing: View on IAPD