Arete Wealth Advisors, LLC
● SEC registered since 2009CRD 145488SEC# 801-69827Chicago, IL
Reg. AUM
$2.75B
Employees
135
Accounts
5,424
Location
Chicago, IL
Arete Wealth Advisors, LLC assets under management
Arete Wealth Advisors, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2009. It reports $2.7 billion in regulatory assets under management and employs 135 people.
Arete Wealth Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arete Wealth Inc. Control | Managing Member | Over 75% | 2007 |
| David Charles Levine Control | Ceo | Under 5% | 2026 |
| Kathleen Marie Lindh | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Arete Wealth Advisors, LLC manage?
Arete Wealth Advisors, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Arete Wealth Advisors, LLC have?
Arete Wealth Advisors, LLC reports 135 employees.
Where is Arete Wealth Advisors, LLC located?
Arete Wealth Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2009.
Does Arete Wealth Advisors, LLC disclose fund performance?
Arete Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1115 W Fulton Market, 3rd Floor, Chicago, IL 60607 |
| Phone | 312-940-3684 |
| Fax | 312-264-0087 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1600151 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.75B▼ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$2.75Bregulatory AUM
Discretionary $2.75B