Arete Wealth Strategists
Arete Wealth Strategists is an SEC-registered ria in Brisbane City with $133.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Arete Wealth Strategists: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167297, SEC 801-133899, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $133.7M (2026-03-30)
- Firm type
- Ria
- Location
- Brisbane City
- Employees
- 2
- Clients
- 98
- CRD
- 167297
- Ownership
- MURPHY, ASHLEY, SPENCER
How much AUM does Arete Wealth Strategists have?
Arete Wealth Strategists reported $133.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Arete Wealth Strategists?
Disclosed owners and executives of Arete Wealth Strategists include MURPHY, ASHLEY, SPENCER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.