Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $2,672,456,687 in 5,251 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,672MILLION
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brandon Disimone (CRD# 7491964) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Brent Franklin (CRD# 7538852) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Nashville, TN and has 1 year of experience in the finance industry.
Adam Gonzalez (CRD# 6822156) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Sunrise, FL and has over 5 years of experience in the finance industry.
Bryson Hamilton (CRD# 7173899) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Damany Henry (CRD# 2846968) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 27 years of experience in the finance industry.
David Hua (CRD# 5527285) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Widmayer Jacques (CRD# 6477307) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Jason Knapp (CRD# 6057659) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 11 years of experience in the finance industry.
Matthew Larson (CRD# 1092785) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 40 years of experience in the finance industry.
David Lynn (CRD# 601089) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 38 years of experience in the finance industry.