ARETE WEALTH ADVISORS, LLC
CRD #145488 SEC #801-69827 CHICAGO, IL 312-940-3684
SEC Registered Broker-Dealer Disclosures
Total AUM
$3.2B
Discretionary
$3.2B
Employees
138
Clients
51
Accounts
5,837
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.2B | $3.2B | $0 | 138 | 35 |
| Apr 2025 | $3.2B | $3.2B | $0 | 138 | 35 |
| Mar 2025 | $3.2B | $3.2B | $0 | 138 | 35 |
| Aug 2024 | $2.7B | $2.7B | $0 | 130 | 30 |
| Mar 2024 | $2.7B | $2.7B | $0 | 130 | 30 |
| Nov 2023 | $2.1B | $2.1B | $0 | 151 | 25 |
| Sep 2023 | $2.1B | $2.1B | $0 | 151 | 25 |
| Mar 2023 | $2.1B | $2.1B | $0 | 151 | 25 |
| Mar 2023 | $2B | $2B | $0 | 91 | 26 |
| Dec 2022 | $2B | $2B | $0 | 91 | 26 |
| Nov 2022 | $2B | $2B | $0 | 91 | 26 |
| Apr 2022 | $2B | $2B | $0 | 91 | 26 |
| Apr 2022 | $2B | $2B | $0 | 91 | 26 |
| Mar 2022 | $2B | $2B | $0 | 91 | 26 |
| Dec 2021 | $1.5B | $1.5B | $0 | 78 | 18 |
| Nov 2021 | $1.5B | $1.5B | $0 | 78 | 18 |
| Jul 2021 | $1.5B | $1.5B | $0 | 78 | 18 |
| Mar 2021 | $1.5B | $1.5B | $0 | 78 | 18 |
| Jan 2021 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Sep 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Sep 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Aug 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Jun 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Jun 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Jun 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Jun 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Jun 2020 | $1.3B | $1.3B | $76.6K | 70 | 10 |
| Jun 2020 | $1.3B | $1.3B | $0 | 70 | 10 |
| Mar 2020 | $1.3B | $1.3B | $0 | 70 | 10 |
| Mar 2020 | $1.2B | $1.2B | $0 | 69 | 10 |
| Jan 2020 | $1.2B | $1.2B | $0 | 69 | 10 |
| Aug 2019 | $1.2B | $1.2B | $0 | 69 | 10 |
| Jun 2019 | $1.2B | $1.2B | $0 | 69 | 10 |
| May 2019 | $1.2B | $1.2B | $0 | 69 | 10 |
| May 2019 | $1.2B | $1.2B | $0 | 69 | 10 |
| May 2019 | $1.2B | $1.2B | $0 | 69 | 10 |
| Mar 2019 | $1.2B | $1.2B | $0 | 69 | 10 |
| Nov 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Nov 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Oct 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Oct 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Oct 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Sep 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Aug 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Aug 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Aug 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| May 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| May 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Mar 2018 | $1.1B | $1.1B | $0 | 66 | 10 |
| Sep 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Sep 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Aug 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Aug 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Aug 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Aug 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Jul 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| May 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Apr 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Apr 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Mar 2017 | $808.3M | $808.3M | $0 | 53 | 5,000 |
| Feb 2017 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Jan 2017 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Jan 2017 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Oct 2016 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Aug 2016 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Jul 2016 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Apr 2016 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Mar 2016 | $691.4M | $691.4M | $0 | 50 | 4,600 |
| Sep 2015 | $588.5M | $588.5M | $0 | 49 | 4,300 |
| Sep 2015 | $588.5M | $588.5M | $0 | 49 | 4,300 |
| Jul 2015 | $588.5M | $588.5M | $0 | 49 | 4,300 |
| Mar 2015 | $588.5M | $588.5M | $0 | 49 | 4,300 |
| Feb 2015 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Feb 2015 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Jan 2015 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Aug 2014 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Jul 2014 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Apr 2014 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Apr 2014 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Mar 2014 | $501.9M | $501.9M | $0 | 46 | 3,344 |
| Jan 2014 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Jan 2014 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Oct 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Jul 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Jun 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Jun 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Jun 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Apr 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Apr 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Feb 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Feb 2013 | $345.6M | $345.6M | $0 | 43 | 2,083 |
| Sep 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Sep 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Sep 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Sep 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Aug 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Aug 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Aug 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Aug 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Jun 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| May 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Mar 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Mar 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Mar 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Feb 2012 | $189.3M | $189.3M | $0 | 11 | 900 |
| Nov 2011 | $151.6M | $151.6M | $0 | 11 | 251 |
| Aug 2011 | $151.6M | $151.6M | $0 | -- | -- |
| Mar 2011 | $151.6M | $151.6M | $0 | -- | -- |
| Mar 2011 | $151.6M | $151.6M | $0 | -- | -- |
| Feb 2011 | $150M | $150M | $0 | -- | -- |
| Jan 2011 | $150M | $150M | $0 | -- | -- |
| Oct 2010 | $150M | $150M | $0 | -- | -- |
| Sep 2010 | $150M | $150M | $0 | -- | -- |
| Jun 2009 | $125M | $100M | $25M | -- | -- |
| May 2009 | $67.9M | $65.3M | $2.6M | 5 | -- |
| Mar 2009 | $67.9M | $65.3M | $2.6M | 5 | -- |
DateDec 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees138
Clients35
DateApr 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees138
Clients35
DateMar 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees138
Clients35
DateAug 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees130
Clients30
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees130
Clients30
DateNov 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees151
Clients25
DateSep 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees151
Clients25
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees151
Clients25
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees91
Clients26
DateDec 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees91
Clients26
DateNov 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees91
Clients26
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees91
Clients26
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees91
Clients26
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees91
Clients26
DateDec 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees78
Clients18
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees78
Clients18
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees78
Clients18
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees78
Clients18
DateJan 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateSep 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateSep 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateAug 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$76.6K
Employees70
Clients10
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients10
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees70
Clients10
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateJan 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateAug 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateJun 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees69
Clients10
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees66
Clients10
DateSep 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateSep 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateAug 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateAug 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateAug 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateAug 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateJul 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateMay 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateApr 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateApr 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateMar 2017
Total AUM$808.3M
Discretionary$808.3M
Non-Disc.$0
Employees53
Clients5,000
DateFeb 2017
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateJan 2017
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateJan 2017
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateOct 2016
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateAug 2016
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateJul 2016
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateApr 2016
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateMar 2016
Total AUM$691.4M
Discretionary$691.4M
Non-Disc.$0
Employees50
Clients4,600
DateSep 2015
Total AUM$588.5M
Discretionary$588.5M
Non-Disc.$0
Employees49
Clients4,300
DateSep 2015
Total AUM$588.5M
Discretionary$588.5M
Non-Disc.$0
Employees49
Clients4,300
DateJul 2015
Total AUM$588.5M
Discretionary$588.5M
Non-Disc.$0
Employees49
Clients4,300
DateMar 2015
Total AUM$588.5M
Discretionary$588.5M
Non-Disc.$0
Employees49
Clients4,300
DateFeb 2015
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateFeb 2015
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateJan 2015
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateAug 2014
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateJul 2014
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateApr 2014
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateApr 2014
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateMar 2014
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees46
Clients3,344
DateJan 2014
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateJan 2014
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateOct 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateJul 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateJun 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateJun 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateJun 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateApr 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateApr 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateFeb 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateFeb 2013
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees43
Clients2,083
DateSep 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateSep 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateSep 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateSep 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateAug 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateAug 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateAug 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateAug 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateJun 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateMay 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateMar 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateMar 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateMar 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateFeb 2012
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees11
Clients900
DateNov 2011
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees11
Clients251
DateAug 2011
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$125M
Discretionary$100M
Non-Disc.$25M
Employees--
Clients--
DateMay 2009
Total AUM$67.9M
Discretionary$65.3M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2009
Total AUM$67.9M
Discretionary$65.3M
Non-Disc.$2.6M
Employees5
Clients--