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 an SEC-registered limited liability company first registered in 1998. FINTRX classifies the firm as operating as an independent broker‑dealer. The reported ownership mix includes a domestic entity and an individual. The firm's profile in FINTRX does not identify it as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multistate adviser. FINTRX does not populate discrete fields for client segments, fee schedules, or specific advisory/business activities for Arete, so there is limited public detail on its target client profile or how it charges for services.
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 14
David Colley
Chief Operating OfficerCRD 4373786

David Hock
Chief Financial OfficerCRD 2246268
John Wagar
Chief Financial OfficerCRD 7788830
Contacts
3 of 258
John 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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