ARETE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 44856
- Registered since
- August 21, 1998
- Website
- aretewealth.com
Firm profile
FINTRXOverview
Arete Wealth Management, LLC is organized as a limited liability company and has been SEC-registered since 1998. Regulatory classification in the available profile identifies the firm as an investment bank. Ownership is recorded as a combination of a domestic entity and individual owners. The firm's public profile flags several negative attributes: it is not designated as a capital allocator, not an active ESG investor, not a pension consultant, and not flagged as a related adviser or a newly formed adviser. The profile contains no breakdown of client segments, fee schedules, or detailed advisory activities, so the precise services offered and target client types are not specified in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 14DAVID COLLEY
Chief Operating OfficerCRD 4373786
DAVID HOCK
Chief Financial OfficerCRD 2246268
John Wagar
Chief Financial OfficerCRD 7788830
Contacts
3 of 258JOHN SABEY
Registered RepresentativeCRD 2653167
Timothy Pelan
Wealth ManagerCRD 8207558
Andrew Mack
Vice PresidentCRD 5932062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1115 W Fulton Market
- Time zone
- CT (UTC-6)
- Office locations
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