ARETE WEALTH ADVISORS, LLC
Chicago, Illinois
Arete Wealth Advisors, LLC, based out of Chicago, IL, is a regional investment advisory firm with a strong reputation in the industry. With 151 dedicated employees, the vast majority of whom specialize in investment advisory services, they offer comprehensive financial guidance to a diverse clientele. The firm's average assets under management per investment advisor stand at approximately $74,400,000, which aligns with the industry average.
Arete Wealth Advisors serves over 1,360 individual clients, managing a significant amount of assets valued at over $2,116,498,000. Their primary focus lies in assisting high-net-worth individu...
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Assets Under Mgmt
$2.12B
Investment Professionals
146
Locations
26
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Other: NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Other Financial product salesperson
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Now the subject of a civil proceeding involving previous disclosures
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