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ARETE WEALTH STRATEGISTS
ARETE WEALTH STRATEGISTS, LLC
CRD 167297 · SEC 801-133899
97 BOUNDARY STREET, LEVEL 4, BRISBANE, CA, 4101, Australia
Phone
(888) 544-3250
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.7M
Discretionary AUM
$133.7M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $22.9M |
| High net worth individuals | 58 | $109.3M |
States served
CA, CO, MN, TX
All web addresses on file
Official SEC filing: View on IAPD