Overview
Assets Under Management: $134 million
High-Net-Worth Clients: 58
Average Client Assets: $1.9 million
Frequently Asked Questions
ARETE WEALTH STRATEGISTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167297), ARETE WEALTH STRATEGISTS is subject to fiduciary duty under federal law.
ARETE WEALTH STRATEGISTS serves 58 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ARETE WEALTH STRATEGISTS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARETE WEALTH STRATEGISTS manages $134 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ARETE WEALTH STRATEGISTS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.75%
Average Client Assets: $1.9 million
Total Client Accounts: 331
Discretionary Accounts: 331
Regulatory Filings
CRD Number: 167297
Filing ID: 2064450
Last Filing Date: 2026-03-30 13:06:00