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
Peter Marshall (CRD# 2208035) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 32 years of experience in the finance industry.
Joseph McKinley (CRD# 7271032) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Ponte Vedra Beach, FL and has over 3 years of experience in the finance industry.
Leslie Moise (CRD# 2755904) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
Brandon Murphy (CRD# 7445852) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Melville, NY and has over 2 years of experience in the finance industry.
Cameron Natour (CRD# 7075181) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Knoxville, TN and has over 2 years of experience in the finance industry.
Adrian Nicholson (CRD# 7002682) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 3 years of experience in the finance industry.
Tsewang Nyendak (CRD# 4865092) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Alex Perez Andrade (CRD# 7410997) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Derek Pethel (CRD# 7609224) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.
Ivan Truss (CRD# 6646192) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 2 years of experience in the finance industry.