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Arete Wealth Strategists, LLC

● SEC registered since 2025CRD 167297SEC# 801-133899Brisbane City
Export (members)
Reg. AUM
$113.5M
Employees
2
Accounts
313
Location
Brisbane City

Arete Wealth Strategists, LLC assets under management

Arete Wealth Strategists, LLC is an investment advisory firm registered with the SEC based in Brisbane City. The firm has been registered since 2025. It reports $113.5 million in regulatory assets under management and employs 2 people.

Arete Wealth Strategists, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ashley Spencer Murphy ControlMember, Chief Compliance Officer, Financial Planner, Portfolio ManagerOver 75%2013

Frequently asked questions

How much does Arete Wealth Strategists, LLC manage?

Arete Wealth Strategists, LLC reports $113.5 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 City 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

Address123 Eagle St, Level 6, Brisbane City QLD 4000
Phone(888) 544-3250
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$113.5M
Non-discretionary$0
Total (RAUM)$113.5M