High-Net-Worth Investment Advisor
CurrentArete Wealth, Inc. has been ranked a “Top Independent Broker-Dealer for 2020” for the fourth year in a row by Investment News and ranked #1 in private placement revenue as 95% of our investors are accredited investors.“Arete” is an ancient Greek term that means “excellence and virtue.” Arete Wealth is a boutique firm that offers wealth management for high-net worth individuals and institutions, alternative investments, venture capital and private equity programs. Our creative and carefully-vetted partnerships bring distinct alternative investment opportunities to our clients they cannot get elsewhere. We’re bold in our pursuit of opportunities where others in our industry tend to dismiss anything not in the ‘conventional box.’ Our commitment to this boldness isn’t reckless; rather, our unique offerings have been vetted with the highest level of intellectual rigor.To evaluate investment opportunities, our strong focus is on due diligence. This means our clients may access endowment-type investing traditionally reserved for institutions. Because there’s always risk present, our extensive due diligence team conducts their own research on products to seek the best fit for our clients. www.AreteWealth.comMember FINRA and SIPC