Key facts
- ARETE WEALTH STRATEGISTS is a other based in BRISBANE, Australia.
- ARETE WEALTH STRATEGISTS reports $65.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 167297- Regulatory AUM
- $65.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- BRISBANE
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ARETE WEALTH STRATEGISTS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ARETE WEALTH STRATEGISTS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ARETE WEALTH STRATEGISTS's AUM?
- ARETE WEALTH STRATEGISTS manages approximately $65.1M in assets.