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| Arete Wealth Advisors LLC
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|---|---|
| CRD # | 145488 |
| SEC # | 801-69827 |
| CIK # | 0001600151 |
| AUM | 2,745.4 M (2026-06-04) |
| Employees | 135 (96% Investors, 93% Brokers) |
| Phone | 312-940-3684 |
| Address | 1115 W Fulton Market Chicago, IL 60607 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Walt Disney Co | 44.1 | |
| Apple Inc | 38.4 | |
| Nvidia Corp | 34.1 | |
| SPDR Gold Trust | 22.6 | |
| Johnson & Johnson | 19.6 | |
| Amazon Com Inc | 18.0 | |
| Microsoft Corp | 17.7 | |
| Alphabet Inc | 13.6 | |
| Broadcom Inc | 11.1 | |
| McDonalds Corp | 10.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,848 | 0.5 |
| (b) Individuals (high net worth individuals) | 3,441 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 116 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,424 | 2.7 |
| By Discretionary | ||
| Discretionary | 5,424 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,424 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 5,424 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001600151] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 35 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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