ARETE WEALTH ADVISORS Overview
Arete Wealth Advisors Llc is an investment advisor that manages 588.5 MM dollars in regulatory AUM and has 49 employees, of which 46 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 713MM in positions, representing 121% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 713MM in positions, representing 121% of the manager's regulatory AUM.
ARETE WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ARETE WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RSP | 8.26% | ETF | 5.79% | -0.11% | 0 | 0% | ||
| VOO | 4.78% | ETF | 6.76% | -0.01% | 0 | 0% | ||
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FEATURED IN
ARETE WEALTH ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joshua D. Rogers | President | November-2007 |
| Unbo Chung | Chief Compliance Officer | January-2014 |
ARETE WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
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ARETE WEALTH ADVISORS Investment Strategy
Item 8 – Client Contact with Portfolio Managers
Client contact with Portfolio Managers will vary widely depending on the number of clients each Portfolio Manager is involved with within their respective practice and/or the number of accounts over which the Portfolio Manager has discretion.
Generally, client accounts are reviewed periodically or in response to client requests. Generally, clients will not participate in the review. Arrangements for formal reviews are determined by us on a case-by-case basis. Additional reviews may be provided based on a significant change in the market, the client’s financial situation, significant additions to or withdrawals from the account, transactions and significant changes in asset allocations, or at our or the client’s request.
Item 9 – Additional Information
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Client contact with Portfolio Managers will vary widely depending on the number of clients each Portfolio Manager is involved with within their respective practice and/or the number of accounts over which the Portfolio Manager has discretion.
Generally, client accounts are reviewed periodically or in response to client requests. Generally, clients will not participate in the review. Arrangements for formal reviews are determined by us on a case-by-case basis. Additional reviews may be provided based on a significant change in the market, the client’s financial situation, significant additions to or withdrawals from the account, transactions and significant changes in asset allocations, or at our or the client’s request.
Item 9 – Additional Information
...
Unlock Full Investment Process Description
ARETE WEALTH ADVISORS Portfolio Concentration
ARETE WEALTH ADVISORS Location
1699 E. WOODFIELD RD. SUITE 565
SCHAUMBURG, Illinois
UNITED STATES, 60173
SCHAUMBURG, Illinois
UNITED STATES, 60173
ARETE WEALTH ADVISORS Contact Information
Phone Number: 847-658-8366
Fax Number: 847-277-7239
Website: null
Fax Number: 847-277-7239
Website: null
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