Investment adviser · CRD 167297
ARETE WEALTH STRATEGISTS
Investment adviser filing (IA)
ARETE WEALTH STRATEGISTS, LLC
BRISBANE, Australia · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $134M Form ADV · Item 5.F
- Client accounts
- 331 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $109,339,159 | 81.8% |
| Individuals | 40 | $22,940,300 | 17.2% |
| Retirement plans | Fewer than 5 | $1,462,155 | 1.1% |
Filing source
Form ADV 2064450 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
97 BOUNDARY STREET, LEVEL 4BRISBANE, 4101, Australia
CRD 167297
Filing source
Form ADV 2064450 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.