firm profile
Arete Wealth Advisors, LLC
Overview
Arete Wealth Advisors, LLC is an SEC registered investment adviser based in Chicago, IL, registered since 2009. It reports $2.7B in assets under management across 5,424 accounts, with 135 employees. It has 143 investment adviser representatives.
- Reported AUM
- $2.7B
- Discretionary
- 100%
- Accounts
- 5,424
- Average account
- $506K
- Employees
- 135
- Advisory reps
- 143
- Registered since
- 2009
- Jurisdictions
- 52
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 2 of 2
- David Charles Levine Chief Executive Officer CRD 2569418
- Catherine Cucharale Chief Compliance Officer CRD 3054881
Advisory reps 3 of 143
- Robert Abramowitz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4437589
- Merlin E Ames Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5039655
- Karim William Salazar Antoni Registered Rep · Investment Adviser Rep CRD 4318431
140 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1115 W Fulton Market Fl 3
Chicago, IL 60607 - County
- Cook
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: hudsonpoint.com
Every state, with registration dates
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