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).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, MN, TX

Financial Advisors at Arete Wealth Strategists
Showing 1 - 2 of 2 top financial advisors.
1
Ashley S. Murphy
CRD#: 5785857
200 Southdale Center, Floor 1, Edina, MN 55435

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 I. Meuse
CRD#: 7520859
200 Southdale Center, Floor 1, Edina, MN 55435

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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