What departments does Arete Wealth have?

Arete Wealth has employees across 5 departments including Legal, Marketing, Consultant, Finance, Solutions Engineering.

What is the largest department at Arete Wealth?

The largest department at Arete Wealth is Consultant with 6 employees.

Where are Arete Wealth employees located globally?

Arete Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Arete Wealth's team size changed over time?

Arete Wealth's team has decreased from approximately 77 to 73 employees based on available data.

Arete Wealth Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Arete Wealth is a diversified financial services firm that serves independent advisors and their clients through a combination of broker-dealer, registered investment adviser, and insurance offerings. The organization emphasizes disciplined wealth management and provides structured access to alternative investments and private markets, with capabilities spanning wealth management, capital markets, investment banking, and specialty advisory services. It adopts a selective, due-diligence-driven approach to evaluate opportunities across public and private markets to inform long-term portfolio construction.

Based in Chicago and founded in 2007, Arete Wealth oversees more than $6.8 billion in assets under management as an independent broker-dealer and RIA. In 2025, the firm announced a long-term contract with Envestnet to support retirement solutions.

Arete Wealth Global Highlights

North America
96

United States Of America
96

Arete Wealth's Leadership

B. C.
Chief Compliance Officer And General Counsel
Mobile Phone
Email
J. C.
Chief Compliance Officer
Mobile Phone
Email
L. F.
Vice President Of Marketing
Mobile Phone
Email
B. L.
Senior Vice President
Mobile Phone
Email
J. N.
Vice-President
Mobile Phone
Email
L. P.
Senior Vice President
Mobile Phone
Email
D. D.
Investment Manager
Mobile Phone
Email
K. J.
Founding Member/ Registered Representative
Mobile Phone
Email

Arete Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Consultant
Recruiting
Other
Legal

Contact profiles from Arete Wealth

Name

Title

Contact Info

Location

Last Update

A. W.
Consultant
Mobile Phone
Email
Oct 17, 2024
G. J.
Investment Advisor Arizona
Mobile Phone
Email
Oct 17, 2024
J. B.
Advisory Team San Francisco California
Mobile Phone
Email
Oct 21, 2024
J. P.
Advisor Solutions
Mobile Phone
Email
Oct 22, 2024
J. S.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
K. J.
Founding Member/ Registered Representative
Mobile Phone
Email
Apr 29, 2024
L. G.
Wealth Advisor Los Angeles California
Mobile Phone
Email
Oct 22, 2024
L. M.
Wealth Advisor Boston Massachusetts
Mobile Phone
Email
Oct 23, 2024
M. V.
Wealth Advisor
Mobile Phone
Email
Oct 21, 2024
R. G.
Advisory Team San Francisco California
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Arete Wealth known for?

Arete Wealth was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-847-658-****

. Explore Arete Wealth's company overview page for more information.

What is Arete Wealth's most common email format?

Arete Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Arete Wealth email formats with LeadIQ.

How many employees does Arete Wealth have currently?

Arete Wealth has approximately 78 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Arete Wealth's key employees and leadership?

As of July 2026, Arete Wealth's key employees include:

Chief Compliance Officer And General Counsel: B. C.
Chief Compliance Officer: J. C.
Vice President Of Marketing: L. F.
Senior Vice President: B. L.
Vice-President: J. N.

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Arete Wealth Employee Directory

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