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ARETE WEALTH ADVISORS, LLC
CRD 145488File 801-69827
APPROVED
Retail clients
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.75B
Top 25% of cohort (national)
Discretionary AUM
$2.75B
Clients
5,426
5,424 accounts
Employees
135
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 5, 2009
- Principal office
- 1115 W FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607
- Phone
- 312-940-3684
- Website
- HTTP://WWW.911annuity.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.75B
- Discretionary AUM
- $2.75B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,424
- Non-discretionary accounts
- 0
- Total accounts
- 5,424
- AUM per client
- $506K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 116 | $173.2M |
| Charitable organizations | 12 | $4.5M |
| High net worth individuals | 3,441 | $2.04B |
| Pension and profit sharing plans | 9 | $6.9M |
| Individuals (other than high net worth individuals) | 1,848 | $521.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.