Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs.

Finance

Investment Management

Arete Wealth

The Chicago office focuses on overseeing operations and governance, ensuring data quality and support for managerial functions.

Chicago

Arete Wealth's headquarters in Nashville, TN, United States

David Levine

Joshua D. Rogers

This department provides financial planning and investment advisory services to individuals and families.

Wealth Management

This department provides expert guidance and planning to clients on managing their financial resources effectively.

Financial Advisory Services

This department focuses on providing guidance and expertise in investment strategies and portfolio management.

The Operations Team at Arete Wealth is responsible for ensuring the seamless functioning of the company's financial services. They manage daily operational tasks, facilitate client transitions, and support the execution of investment strategies. The team also focuses on enhancing efficiencies within the firm, providing essential support to both the Broker-Dealer and Registered Investment Advisor components of the business.

Operations Team

This department provides expert financial guidance and investment strategies to clients.

Investment Advisory

This department provides administrative support and ensures data integrity across organizational functions.

Arete Wealth

Org chart

Teams

Wealth Management

Financial Advisory Services

Investment Management

Operations Team

Investment Advisory

Administrative Services

Offices

Arete Wealth

Org chart

Teams

Wealth Management

Financial Advisory Services

Investment Management

Operations Team

Investment Advisory

Administrative Services

Offices

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