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Ares Wealth Management Solutions
Ares Wealth Management Solutions provides wealth management solutions and alternative investment strategies across various sectors. The company offers services...
Ares Wealth Management Solutions
Ares Wealth Management Solutions provides wealth management solutions and alternative investment strategies across various sectors. The company offers services to financial advisors, including private market investments, educational support, and hands-on guidance. It offers private credit, private equity, and real asset investments to the wealth management industry.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Denver
Corporate office
Denver, CO, United States
Sector focus
Frequently asked questions
What is the relationship between Ares Wealth Management Solutions and Ares Management Corporation?
Ares Wealth Management Solutions is a wholly-owned distribution unit of Ares Management Corporation. It does not make investment decisions internally; rather, it packages strategies managed by Ares's credit, private equity, and real assets groups into registered offerings designed for wealth management platforms. The unit functions like an in-house product engineering and distribution engine, distinct from Ares's institutional fundraising teams.
What types of investment vehicles does Ares Wealth Management Solutions offer to individual investors?
The platform specializes in perpetual capital vehicles including non-traded REITs, business development companies, interval funds, and tender offer funds. These structures typically feature lower minimum investments, periodic liquidity (often quarterly), and 1099 tax reporting. Specific products include the Ares Industrial Real Estate Income Trust, Ares Private Markets Fund, and Ares Strategic Income Fund, providing access to asset classes like direct lending, real estate equity, and private credit secondaries.
How does Ares Wealth Management Solutions source its investment products?
Product sourcing is entirely internal. Ares Management investment teams across credit, private equity, and real estate manage the underlying portfolios, and Ares Wealth Management Solutions repackages those institutional exposures into regulated fund structures. The group itself does not source independent deals or maintain a proprietary deal funnel.
Does Ares Wealth Management Solutions manage any of its own funds or accounts?
No. Ares Wealth Management Solutions is a distributor, not an SEC-registered investment adviser with portfolio management discretion. The underlying assets are managed by registered investment adviser subsidiaries of Ares Management Corporation. The wealth solutions team handles product structuring, marketing, and investor relations with financial intermediaries.
Which wealth management platforms distribute Ares products?
Ares maintains selling agreements with most major US wirehouses and independent broker-dealers, including Morgan Stanley, UBS, Merrill Lynch, Cetera Financial Group, and LPL Financial. The group's strategy relies on making alternative exposures available through the platforms where financial advisors already custody client assets.
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