ARETE WEALTH

arete-wealth-logo

Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm has smartly guided advisors and high-net-worth investors through alternative investment access, investment banking, private equity programs and other traditional financial planning since 2007. Annually, the firm ranks as one of the country's top independent Broker-Dealers across multiple industry surveys. Headquartered in Chicago, Arete Wealth investments and services are offered through100 offices and 265 registered advisors nationwide.

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ARETE WEALTH

Social Links:

Industry:
Asset Management Financial Services Wealth Management

Founded:
2007-01-01

Address:
Chicago, Illinois, United States

Country:
United States

Website Url:
http://www.aretewealth.com

Total Employee:
101+

Status:
Active

Contact:
+1-3129403684

Technology used in webpage:
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Current Employees Featured

david-levine_image

David Levine
David Levine Interim Chief Operating Officer @ Arete Wealth
Interim Chief Operating Officer
2023-01-01

joshua-d-rogers_image

Joshua D. Rogers
Joshua D. Rogers Founder & CEO @ Arete Wealth
Founder & CEO
2007-01-01

Founder


joshua-d-rogers_image

Joshua D. Rogers

Key Employee Changes

Date New article
2023-01-23 Arete Wealth Hires David Levine as Interim Chief Operating Officer

Official Site Inspections

http://www.aretewealth.com Semrush global rank: 7.89 M Semrush visits lastest month: 673

  • Host name: 56.21.180.107.host.secureserver.net
  • IP address: 107.180.21.56
  • Location: Scottsdale United States
  • Latitude: 33.6013
  • Longitude: -111.8867
  • Metro Code: 753
  • Timezone: America/Phoenix
  • Postal: 85260

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More informations about "Arete Wealth"

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Who is Arete Wealth? A recognized, ranked independent Broker-Dealer and RIA Arete Wealth is a family of financial companies including a full- service Broker-Dealer (BD), Registered โ€ฆSee details»

Firm Leadership - Arete Wealth

Email: [email protected] Tel: 312.940.3684 ... Casey was also highly involved in the Financial Services Institute, a nationally recognized industry organization representing โ€ฆSee details»

Arete Wealth - LinkedIn

Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firmโ€™s asset management for high-net ...See details»

Arete Wealth Advisors Review 2024 - investor.com

Oct 16, 2024 Arete Wealth Advisors, registered in 2009, serves 52 state(s) with a licensed staff of 130 advisors. Arete Wealth Advisors manages $2.7 billion and provides investment advisory โ€ฆSee details»

Arete Wealth - Crunchbase Company Profile & Funding

Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm has smartly guided advisors and high-net-worth investors through alternative investment access, investment banking, โ€ฆSee details»

Arete Wealth - Company Profile - Tracxn

Nov 27, 2024 Website: aretewealth.com; Social: Phone Number: +1 ***** Key Metrics. Ranked. 548 th among 5984 active competitors. Employee Count. 23 as on Dec 31, 2023 . Similar โ€ฆSee details»

Arete Wealth announces launch of direct-to-consumer digital โ€ฆ

Nov 29, 2023 Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA) with more than 100 offices across the country, has announced its โ€ฆSee details»

Top Independent Broker-Dealer Arete Wealth rises in two national โ€ฆ

May 13, 2021 Find out more at www.aretewealth.com. *Based on revenue growth as noted in InvestmentNews, Financial Planning, Financial Advisor & WealthManagement.com, 2019 โ€“ โ€ฆSee details»

Arete Wealth is the Industry's Fastest Growing Independent Broker ...

May 26, 2022 Arete Wealth manages more than $6.0 billion in total assets through its 252 registered representatives, spread across 92 offices in the U.S. Find out more at โ€ฆSee details»

Arete Wealth announces expansion of clearing and custody โ€ฆ

Jul 12, 2024 Find out why the firm is the right fit for refined investing at www.aretewealth.com. About BNY BNY is a global financial services company that helps make money work for the โ€ฆSee details»

Arete Wealth Soars in Key National Industry Survey ... - Markets โ€ฆ

Apr 29, 2022 Arete Wealth Soars in Key National Industry Survey, Jumping Eight Spots to 35th. Following its strategic 2021 acquisition of Nashville, Tenn.-based Center Street Securities, โ€ฆSee details»

Advisory Board - Arete Wealth

Email: [email protected] Tel: 312.940.3684 ... Casey was also highly involved in the Financial Services Institute, a nationally recognized industry organization representing โ€ฆSee details»

Meet Arete - Arete Wealth

The Arete Vision We offer high net worth clients compelling and comprehensive financial services that include curated alternative investments typically reserved for endowments and family โ€ฆSee details»

Arete Wealth announces launch of direct-to-consumer digital

CHICAGO, Ill., November 29, 2023 โ€“ Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA) with more than 100 offices across the country, has โ€ฆSee details»

Arete Wealth Management Review | SmartAsset.com

Assets Under Management. $2,116,498,344. Number of Advisors. 146. Time in Business. Founded in 2007. Disclosures. 2. Fee Structure. Fee-basedSee details»

Arete Wealth pays out $1.1M in arb claims to start 2024

Apr 15, 2024 Arete Wealth Management, a broker-dealer with a focus on alternative investments, over the first three months of the year has paid settlements of more than $1.1 โ€ฆSee details»

For Advisors - Arete Wealth

Email your resume to [email protected]. only at arete. Our firm offers tailored partnership packages for our affiliated advisors and branches. Not only will you have access to โ€ฆSee details»

Arete Wealth - Facebook

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Planning & Investing - Arete Wealth

What we offer Wealth Planning/Management Managing all aspects of wealth is the foundation of our firm. Arete Wealth offers traditional wealth planning and asset management along with โ€ฆSee details»

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