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ARETE WEALTH ADVISORS, LLC
CHICAGO, IL
312-940-3684
SEC #801-69827Total AUM
$2.7B
Employees
135Clients
5,426Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1115 W FULTON MARKET
3RD FLOOR
CHICAGO
IL 60607
United States
3RD FLOOR
CHICAGO
IL 60607
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
312-940-3684
Other Offices
26
Financials
Total AUM
$2.7B
Accounts
5,424Discretionary
$2.7B
Accounts
5,424Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,848AUM
$521.6M
HNW Individual Clients
3,441AUM
$2B
Pension/Profit Sharing Plan Clients
9AUM
$6.9M
Charitable Organization Clients
12AUM
$4.5M
Corporation or Business Clients
116AUM
$173.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER
Compliance
Disclosures
Pending Civil ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.