Arete Wealth Strategists
Arete Wealth Strategists (CRD# 167297) is a financial advisory firm headquartered in Edina, MN. They manage $64,487,380 in 236 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$273,252
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MN, TX
Financial Advisors at Arete Wealth Strategists
1
Ashley Murphy (CRD# 5785857) is an Investment Advisor Representative working at Arete Wealth Strategists in Edina, MN and has over 12 years of experience in the finance industry.
2
Katelyn Meuse (CRD# 7520859) is an Investment Advisor Representative working at Arete Wealth Strategists in Edina, MN and has 1 year of experience in the finance industry.
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