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ARETE WEALTH STRATEGISTS

BRISBANE, Australia · CRD 167297 · IAPD ↗ · arete-wa.com · (888) 544-3250

$133.7MRegulatory AUM
2Advisory reps
2Employees
7Clients
51-100Planning clients
0Private funds
4States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
April 2026 — ARETE WEALTH STRATEGISTS moved its main office from BRISBANE CITY, to BRISBANE, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
December 2025 — ARETE WEALTH STRATEGISTS (BRISBANE CITY, Australia) is newly SEC-registered with $113.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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