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ARETE WEALTH ADVISORS, LLC

CHICAGO, IL · CRD 145488 · IAPD ↗ · hudsonpoint.com · 312-940-3684

$2.75BRegulatory AUM
130Advisory reps
135Employees
35Clients
51-100Planning clients
0Private funds
52States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — ARETE WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
76
April 2025 — ARETE WEALTH ADVISORS, LLC grew from 124 to 130 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — ARETE WEALTH ADVISORS, LLC shrank from 146 to 124 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — ARETE WEALTH ADVISORS, LLC reported RAUM up 26% ($2.12B -> $2.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.