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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Arete Wealth Strategists LLC
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|---|---|
| CRD # | 167297 |
| SEC # | 801-133899 |
| CIK # | |
| AUM | $113.5 M (2025-06-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-544-3250 |
| Address | 123 Eagle St Brisbane City, Australia |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 31.1 |
| (b) Individuals (high net worth individuals) | 49 | 82.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 113.5 |
| By Discretionary | ||
| Discretionary | 313 | 113.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 313 | 113.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 44.0 | |
| United States Persons | 69.4 | |
| Total | 313 | 113.5 |
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|---|---|---|
|
Heckman Financial & Insurance Services Inc
✚
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CA | 0.1 |
|
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WA | 0.1 |
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FL | 0.1 |
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VT | 0.1 |
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Regal Advisory Services Inc
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IL | 0.1 |
|
Secure Wealth Inc
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|
Virtus Financial Partners LLC
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|
0.1 | |
|
Whitwell & Co LLC
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|
0.1 | |
|
Derive Wealth LLC
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|
CA | 0.1 |
|
Wallick Investments LLC
✚
|
SC | 0.1 |