Through its full-service broker-dealer, registered investment advisor, and insurance units, Arete Wealth Inc. has been offering comprehensive and sophisticated wealth management services for investors, clients, and partners since 2007. The Chicago-based firm offers high-net-worth investors access to a unique suite of alternative investments in addition to providing services that include investment banking, private equity programs, and other traditional financial planning.
In 2021, Arete Wealth added to its abundant inventory of alternative products by reaching a unique two-year agreement with Masterworks, a provider of art investment securities, to launch an affiliated branch office in New York City and act as a co-managing broker-dealer, underwriter, and placement agent for all of Masterworks’ art securities products offered for sale in primary offerings.
Arete Wealth’s Art & Wine Advisory practice, an exclusive service for its financial advisors and their clients, is thought to be the only one of its kind in the U.S. offered by a financial services company.
After recruiting National Securities Corp.’s Fincadia Group division in 2022, and acquiring Nashville, Tenn.-based Center Street Securities in 2021, Arete Wealth now totals $8.5 billion in assets managed by 318 registered representatives across 97 offices in the U.S.
To learn more about Arete Wealth please visit www.aretewealth.com.