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 a limited liability company that has been SEC-registered since 1998. FINTRX classifies the firm as an independent broker‑dealer. Ownership is listed as a combination of a domestic entity and an individual, and the firm does not appear as a multi‑state registered adviser or a newly formed advisory shop. FINTRX flags the firm as not being a capital allocator and not an active ESG investor. Other advisory or business-activity details were not provided in the source data.
Assets & Accounts
Investments & Alternatives
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 262
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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