Arete Assembly 2023
Arete Wealth and its family of companies offer full-service Broker Dealer, Registered Investment
Advisory and Insurance services.
For over 15 years, the firm has curated a broad array of investments covering many different sectors,
all rooted in the depth of our due diligence. These investments we offer are carefully selected by an
experienced team who knows their craft.
We manage wealth with an eye for what stands out among the rest.
*as of 12/31/2022
Arete Wealth performs at the forefront of our industry, notably ranked among financial management firms across the country.*
Along with our performance comes our style: a smart, sophisticated approach to investing and wealth
* Top Independent Broker 2021, InvestmentNews, Apr 2021
* FA Magazine’s 2021 B-D Ranking, Apr 2021
* Fastest-Growing Advisors, WealthManagement.com Thrive Awards, Nov 2019