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Arete Wealth Strategists
Arete Wealth Strategists was established in 2013 by Ashley Murphy. The firm provides fee-only wealth management and financial planning to expatriate clients...
Arete Wealth Strategists
Arete Wealth Strategists was established in 2013 by Ashley Murphy. The firm provides fee-only wealth management and financial planning to expatriate clients who hold assets, pensions and real estate across the United States and Australia. The firm allocates across alternative VC models, private credit, hedge funds, real estate, commodities, digital assets and direct co-investments. It covers Series A through Series D stages and maintains exposure in North America, Oceania and the Middle East & Central Asia. Confirmed technology focuses include AI/ML, cybersecurity, enterprise software and Web3 & Blockchain. Arete reports an estimated $113 million in assets. It maintains an office in Brisbane alongside its Edina headquarters. The firm participates in NAPFA, the XY Planning Network and the Financial Planning Association. Ashley Murphy has served as a Knowledge Circle host for the FPA. The firm’s structure centers on cross-border tax coordination and location-independent technology platforms that allow clients to manage US and Australian accounts from any jurisdiction without physical presence requirements.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Brisbane
Corporate office
Edina, MN, United States
Additional offices
Brisbane, Australia
Principals
Ashley Murphy
Founder and Principal
Katelyn Meuse
Wealth Advisor Associate
Nicole Molson
Client Services Administrator
Sector focus
Frequently asked questions
Who runs investment decisions at Arete Wealth Strategists?
Ashley Murphy serves as Founder and Principal. Katelyn Meuse acts as Wealth Advisor Associate and Nicole Molson handles client services.
How does Arete Wealth Strategists source proprietary deal flow?
The firm participates in professional networks including NAPFA and the XY Planning Network. It also maintains membership in the Australian American Chamber of Commerce.
Is Arete Wealth Strategists structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office providing ongoing wealth management and planning services rather than a venture firm focused on early-stage origination.
Does Arete Wealth Strategists participate in fund commitments or only direct deals?
The firm uses a mix that includes fund of funds, direct co-investments and SPVs alongside traditional allocations.
What investment stages does Arete Wealth Strategists typically target?
It targets Series A through Series D opportunities.
Where does the underlying wealth come from?
The firm serves expatriate professionals, entrepreneurs and families; no single family or corporate source is publicly disclosed.
Does Arete Wealth Strategists maintain philanthropic structures, and how are they separated?
The firm participates in pro bono initiatives through the Foundation for Financial Planning; no dedicated family foundation is disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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