RIA Intel›Advisers›Illinois›ARETE WEALTH ADVISORS, LLC

ARETE WEALTH ADVISORS, LLC

Advisory

N·CHICAGO, IL

Data as of Feb 6, 2026 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+26.3%

3-Year CAGR

+21.0%

Employees

130

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5,837

Team

Total Employees130

Investment Advisers135

Employee Growth (1Y)-15.1%

Filing History

Total Filings on Record128

First FilingDec 9, 2008

Latest FilingFeb 6, 2026

🔒 Full AUM trend chart and 128 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARETE WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.