# ARETE WEALTH STRATEGISTS, LLC

ARETE WEALTH STRATEGISTS, LLC of BRISBANE is an SEC-registered investment adviser.

## Registration

- CRD: 167297
- Type: SEC-registered investment adviser
- SEC file number: 801-133899
- Location: 97 BOUNDARY STREET, LEVEL 4, BRISBANE, 4101
- Phone: (888) 544-3250
- Latest filing: 2026-03-30
- Regulatory AUM: $133.7M
- Discretionary AUM: $133.7M
- Clients: 2
- Accounts: 331

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| 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 | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (415) 375-0850 |
| — | — | 1 | (415) 375-0850 |
| — | — | 1 | (415) 375-0850 |
| — | — | 1 | (415) 375-0850 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167297/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167297/similar
- Related entities: https://search.stillhousedata.com/firm/167297/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167297

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.