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Arete Wealth Advisors Overview
Type
Multi Family Office
Year Founded
2007
General Information
Arete Wealth Advisors is a multi-family office headquartered in Chicago. Founded in 2007, the firm traces its wealth origin to founder Joshua D. Rogers’s e-commerce patent proceeds and subsequent financial-services ventures. Through its broker-dealer and registered investment adviser platform, Arete Wealth Advisors provides asset allocation, alternative investment sourcing, and integrated insurance solutions for affluent families and entrepreneurs—structuring bespoke capital and portfolio strategies.
Contact Information
Website:
https://aretewealth.com/
Year Founded:
2007
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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