Founded in 2007, Arete Wealth is a financial services firm providing comprehensive and objective financial advice to high-net-worth individuals and families, as well as institutional clients. The company operates as a full-service broker-dealer, a Registered Investment Advisor (RIA), and an insurance agency. Its core mission is to offer unique investment opportunities, including a specialization in alternative assets like art, wine, and venture capital, alongside traditional wealth management and investment banking services.

Founded in

United States