← Directory
ARETE WEALTH ADVISORS, LLC
CRD 145488File 801-69827
APPROVED
Retail clients
Disclosure events
Filing as of Aug 17, 2026
Feed vintage Oct 1, 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.ARETEWEALTH.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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 138 | 135 | decreased by3 |
| Mar 1, 2026 | Clients | 5,837 | 5,426 | decreased by411 |
| Mar 1, 2026 | AUM | $3,152,167,506 | $2,745,378,945 | decreased by$406,788,561 |
| Mar 1, 2026 | Accounts | 5,837 | 5,424 | decreased by413 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 91 | 138 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,951 | 5,837 | increased by886 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,044,428,286 | $3,152,167,506 | increased by$1,107,739,220 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,954 | 5,837 | increased by883 |
| Apr 1, 2022 | Employees | 78 | 91 | increased by13 |
| Apr 1, 2022 | Clients | 4,653 | 4,951 | increased by298 |
| Apr 1, 2022 | AUM | $1,488,069,965 | $2,044,428,286 | increased by$556,358,321 |
| Apr 1, 2022 | Accounts | 4,656 | 4,954 | increased by298 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARETE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARETE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.