# Arete Wealth Strategists

Arete Wealth Strategists is a Multi Family Office based in Brisbane, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Brisbane, United States
- **Region:** North America
- **Address:** Edina, MN, United States
- **Founded:** 2013
- **Assets under management:** 113 (Altss estimate)
- **Website:** arete-ws.com
- **LinkedIn:** https://www.linkedin.com/company/arete-wealth-strategists/

## Regulatory record

- **CRD number:** 167297
- **SEC file number:** 801-133899
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167297

## About

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.

## Sectors

- Luxury
- Energy Transition & Renewables
- FinTech

## Offices

- Brisbane, Australia

## People

- Ashley Murphy — Founder and Principal
- Katelyn Meuse — Wealth Advisor Associate
- Nicole Molson — Client Services Administrator

## 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.

### 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.

## Related profiles

- [TY Danjuma Family Office](https://altss.com/profile/ty-danjuma-family-office)
- [Quish & Co.](https://altss.com/profile/quish-co-family-office)

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Last updated: 2026-07-06T01:24:11.460Z

Canonical page: https://altss.com/profile/arete-wealth-strategists

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