ARETE WEALTH ADVISORS, LLC

1115 W Fulton Market
3rd Floor
Chicago, Illinois 60607
Tel: 312-940-3684

About ARETE WEALTH ADVISORS, LLC

ARETE WEALTH ADVISORS, LLC, formally registered with the SEC as ARETE WEALTH ADVISORS, LLC. The firm was established in 01/05/2009. They have over 27 offices throughout the country.

ARETE WEALTH ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,672,456,687 assets under management, offering retirement planning & investment advisory services to 5251 clients. The firm is staffed with 130 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145488
SEC#	801-69827
Assets Managed by Firm	$2,672,456,687
No. of Clients	5251
No. of Advisors	130

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.)

Firm Client Information

	No. of Clients	AUM
Firm Total	5251	$2,672,456,687
Individuals (other than high net worth individuals)	1408	$405,764,582
High net worth individuals	3771	$2,193,498,344
Pension and profit sharing plans	8	$7,229,387
Corporations or other businesses	64	$65,964,374

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