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| Happy Holidays!! thanks for using AUM13F!! |
| Arete Wealth Advisors LLC
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| CRD # | 145488 |
| SEC # | 801-69827 |
| CIK # | 0001600151 |
| AUM | $3.2 B (2025-04-01) |
| Employees | 138 (94% Investors, 92% Brokers) |
| Phone | 312-940-3684 |
| Address | 1115 W Fulton Market Chicago, IL 60607 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ovintiv Inc | 3.5 | ||
| GAP Inc | 3.4 | ||
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 3.3 | ||
| Goldman Sachs Group Inc | 3.2 | ||
| Chevron Corp | 3.2 | ||
| Carrier Global Corp | 3.0 | ||
| Live Oak Acquisition Corp II | 3.0 | ||
| World Currency Gold Trust | 3.0 | ||
| Verizon Communications Inc | 3.0 | ||
| Coca Cola Co | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,802 | 0.5 |
| (b) Individuals (high net worth individuals) | 3,889 | 2.5 |
| (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 | 10 | 0.0 |
| (h) Charitable organizations | 8 | 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 | 128 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,837 | 3.2 |
| By Discretionary | ||
| Discretionary | 5,837 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,837 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 5,837 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600151] |
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