ARETE FINANCIAL PLANNING, LLC

ARETE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 109717). Regulatory assets under management: $20.2M.

Registration

• CRD: 109717
• Type: Registered investment adviser
• Phone: 262-268-9915
• Latest filing: 2025-02-17
• Regulatory AUM: $20.2M
• Discretionary AUM: $20.2M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search