Who is Arete Wealth?

A recognized, ranked independent Broker-Dealer and RIA

Arete Wealth is a family of financial companies including a full- service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.

We exist with one main focus: to offer comprehensive wealth management that builds favorable financial futures for our investors, clients and partners.

Arete Wealth has been helping advisors and investors achieve their wealth goals since 2007, and throughout our growth, our core value of excellence through intellect and integrity has never wavered.

$ 0 B
Assets Under Advisement
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Alternative
Investments
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OFFICES
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Year-over-year growth in revenue*
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Wealth Advisors
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Last 5-year
growth rate**

*corporate revenue from 2019-2020
*corporate revenue from 2016-2020
Numbers as of 5/1/21

Arete Through The Years

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