Arete Wealth
Finance · Illinois, United States · 51-200 Employees
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Overview
Headquarters
1115 W Fulton Market Fl 3, Chicago, Illi...Phone Number
(312) 940-3684Website
www.aretewealth.comRevenue
$28.5 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
3
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3
About Arete Wealth
Arete Wealth is a full-service financial firm that provides Broker Dealer, Registered Investment Advisory, and Insurance services. With over 15 years of experience, the company specializes in a diverse range of investments, meticulously curated by a skilled team. Their sophisticated approach to wealth management appeals to both individual investors and financial advisors seeking guidance in wealth planning. Arete Wealth is recognized as a leading firm in financial management, prioritizing client-centered and independent service.Explore more
Arete Wealth Org Chart
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Arete Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Arete Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arete Wealth.
Arete Wealth Tech Stack
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Arete Wealth News & Media
Arete Wealth Ranks Top 10 in Advisor Productivity in 2026 FA Magazine Survey
Firm achieves No. 8 ranking in revenue per advisor, reinforcing its position as a choice for high-performing financial advisors CHICAGO, April 6, 2026 /PRNewswire/ -- Arete Wealth, an independent broker-dealer and wealth management firm, announces its results in the 2026 Financial Advisor...$7B Arete Wealth's Founder Steps Down as CEO
Arete COO David Levine will succeed founder Joshua Rogers as CEO of the holding company.Arete Wealth Announces Strategic C-Suite Leadership Transitions to Support Next Phase of Growth
CHICAGO, Feb. 6, 2026 /PRNewswire/ -- Arete Wealth, Inc. ("AWI"), the parent holding company of Arete Wealth Management, LLC ("AWM"), a FINRA-registered broker-dealer; Arete Wealth Advisors, LLC ("AWA"), an SEC-registered investment adviser; and Arete Insurance Agency, LLC ("AIA"), a...Sycamore to Provide Arete Wealth with Tech Platform to Drive Efficiencies
Cloud-based platform built on Salesforce includes solutions for data management, compliance, compensation management and more BUFFALO, N.Y., May 20, 2025 /PRNewswire/ -- Leading wealthtech firm The Sycamore Company (Sycamore) today announced that it has signed an agreement with Arete...
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Arete Wealth is a full-service financial firm that provides Broker Dealer, Registered Investment Advisory, and Insurance services. With over 15 years of experience, the company specializes in a diverse range of investments, meticulously curated by a skilled team. Their sophisticated approach to wealth management appeals to both individual investors... Read More
