Arete Wealth Strategists, LLC
● SEC registered since 2025CRD 167297SEC# 801-133899Brisbane
Reg. AUM
$133.7M
Employees
2
Accounts
331
Location
Brisbane
Arete Wealth Strategists, LLC assets under management
Arete Wealth Strategists, LLC is an investment advisory firm registered with the SEC based in Brisbane. The firm has been registered since 2025. It reports $133.7 million in regulatory assets under management and employs 2 people.
Arete Wealth Strategists, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Spencer Murphy Control | Member, Chief Compliance Officer, Financial Planner, Portfolio Manager | Over 75% | 2013 |
Frequently asked questions
How much does Arete Wealth Strategists, LLC manage?
Arete Wealth Strategists, LLC reports $133.7 million in regulatory assets under management on its Form ADV.
How many employees does Arete Wealth Strategists, LLC have?
Arete Wealth Strategists, LLC reports 2 employees.
Where is Arete Wealth Strategists, LLC located?
Arete Wealth Strategists, LLC is based in Brisbane and has been SEC-registered since 2025.
Does Arete Wealth Strategists, LLC disclose fund performance?
Arete Wealth Strategists, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 97 Boundary Street, Level 4, Brisbane 4101 |
| Phone | (888) 544-3250 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$133.7M▲ 18%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$133.7Mregulatory AUM
Discretionary $133.7M