RIA Intel›Advisers›Arizona›ARETE FINANCIAL SOLUTIONS, LLC

ARETE FINANCIAL SOLUTIONS, LLC

Advisory

GOODYEAR, AZ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$78K

across 243 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$19M

Discretionary %

97.4%

Clients

174

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$19M

Discretionary AUM$18M

Non-Discretionary AUM$487K

Discretionary %97.4%

Total Clients174

Team

Total Employees4

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

174 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

NORRIS WEALTH MANAGEMENT, LLC

$19M

ARIZONA WEALTH STRATEGIES LLC

$19M

WEALTH GUARDIAN ADVISORY, PLLC

GILBERT, AZ

$18M

COX ADVISORS, LLC

GILBERT, AZ

$20M

CASTANEDA FINANCIAL MANAGEMENT LLC

$18M

RETIREMENT WEALTH STRATEGIES, LLC

PHOENIX, AZ

$18M

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