ARETE WEALTH ADVISORS, LLC

CHICAGO, Illinois·8 registered advisors·CRD# 145488
SEC# 801-6982726312-940-3684
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
130
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ARETE WEALTH ADVISORS, LLC

8 registered advisors
Corrie Faulk Davis Scoby
CHICAGO, Illinois
David Carl Hock
CHICAGO, Illinois
Jerry Lee Greene
CHICAGO, Illinois
Jonathan Kramer Greer
CHICAGO, Illinois
Joseph Andrew Cook
SCHAUMBURG, Illinois
Joshua Dean Rogers
CHICAGO, Illinois
Thomas Richard Duensing
SCHAUMBURG, Illinois
Unbo Chung
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
6 advisors
SCHAUMBURG, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. ARETE WEALTH ADVISORS, LLC (CRD# 145488) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.