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Arete Wealth Strategists
Arete Wealth Strategists is a family office founded by Ashley Murphy serving American and Australian expats from Minneapolis and Brisbane.
Arete Wealth Strategists
Arete_Wealth_Strategists is an SEC-registered investment adviser in Brisbane, registered since 2025. The firm manages $134 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Minneapolis
Corporate office
Minneapolis, MN, United States
Additional offices
Brisbane, Australia
Principals
Ashley Murphy
Founder and Principal
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Arete Wealth Strategists?
Ashley Murphy, the Founder and Principal, leads investment decisions and financial planning. Katelyn Meuse serves as Associate Advisor. (per firm website)
Is Arete Wealth Strategists a single-family office or a multi-family office?
The firm describes itself as a family office but does not specify single or multi-family. It serves a client base of expats and globally mobile families, which suggests a multi-family structure. (Altss research)
How does Arete Wealth Strategists generate revenue?
The firm is fee-only — it is paid directly by clients and states it never receives commissions from any third party. (per firm website)
What technology platform does Arete use for financial planning?
Arete uses eMoney Advisor for financial planning, FileThis for document aggregation, Dropbox for secure document sharing, and Zoom for client meetings. (per firm website)
Does Arete Wealth Strategists have a relationship with a larger Arete network?
Yes, the firm is an investment adviser through the legal entity Arete Wealth Strategists, LLC, which is associated with the larger Arete Wealth network founded by Joshua Rogers. (Altss research)
Where does the underlying wealth of Arete's clients come from?
The firm does not disclose its clients' wealth origins. It serves American and Australian expats, who typically accumulate wealth through professional employment, business ownership, or inheritance across two countries. (Altss research)
What geographic regions does Arete cover?
Arete has offices in Minneapolis, Minnesota (USA) and Brisbane, Queensland (Australia). Its client base includes individuals and families living in both countries. (per firm website)
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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