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ARETE ADVISORS
ARETE INVESTMENTS, LLC
CRD 299636
1800 BERING DR., SUITE 940, HOUSTON, TX, 77057, United States
Phone
832-910-8437
Fax
832-910-8439
Registration
— (—)
Source
State registered
Total AUM
$48.5M
Discretionary AUM
$45.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $10.0M |
| High net worth individuals | 30 | $32.8M |
| Pension/profit sharing plans | 6 | $3.0M |
| Corporations/business entities | 3 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD