Arete Wealth Information

Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management. Founded in 2007, the firm and its family of companies provide full-service Broker-Dealer, Registered Investment Advisory, and Insurance solutions to advisors and the investors they serve. A recognized independent Broker-Dealer and Registered Investment Advisor, Arete integrates disciplined wealth management with structured access to alternative investments and private market opportunities. The firm’s capabilities span wealth management, alternative investments, capital markets, investment banking, and specialty advisory services. Known for its selective approach and rigorous due diligence, Arete evaluates opportunities across public and private markets to determine what may be appropriate for its advisors and their clients. Through thoughtful structuring and independent judgment, the firm supports long-term portfolio construction—advancing wealth through disciplined, intentional growth.