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| Arete Wealth Strategists LLC
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|
|---|---|
| CRD # | 167297 |
| SEC # | 801-120111 |
| CIK # | |
| AUM | $64.5 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-375-0850 |
| Address | 310 Edward St Brisbane, Australia |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.5 |
| (b) Individuals (high net worth individuals) | 48 | 54.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 64.5 |
| By Discretionary | ||
| Discretionary | 236 | 64.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 236 | 64.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.0 | |
| United States Persons | 44.5 | |
| Total | 236 | 64.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mutual Fund Protection Service
✚
|
CO | 0.1 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.1 |
|
Premium 72 Capital LLC
✚
|
TX | 0.1 |
|
Euclid Investment Advisory LLC
✚
|
MD | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Reflection Asset Management LLC
✚
|
SC | 0.1 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.1 |
|
Virtus Financial Partners LLC
✚
|
FL | 0.1 |