ARETE WEALTH STRATEGISTS, LLC of BRISBANE is an SEC-registered investment adviser (CRD 167297). Regulatory assets under management: $133.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ashley Spencer Murphy | MEMBER, CHIEF COMPLIANCE OFFICER, FINANCIAL PLANNER, PORTFOLIO MANAGER | — |
| MURPHY ASHLEY SPENCER | PROPRIETOR/CHIEF COMPLIANCE OFFICER/FINANCIAL PLANNER/PORTFOLIO MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (415) 375-0850 |
| — | — | 1 | (415) 375-0850 |
| — | — | 1 | (415) 375-0850 |
| — | — | 1 | (415) 375-0850 |