Arete Wealth Management, LLC

Overview

Arete Wealth Management, LLC is organized as a limited liability company and has been SEC-registered since 1998. The firm is categorized in the snapshot as an independent broker-dealer and is owned by a combination of a domestic entity and an individual. The firm does not self-identify as a capital allocator or an active ESG investor. The snapshot also lists it as not a multistate adviser, not newly formed, and not a pension consultant or related adviser. The FINTRX entry provides limited detail about Arete’s specific advisory services, client segments, fee structure, or investment activities; the public snapshot focuses on corporate form and regulatory/operational attributes rather than investment strategy or client-facing offerings.

Location & Offices