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Arete Wealth Advisors, LLC CRD 145488
$2.75B regulatory AUM 35 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-04 |
Branch Locations
151 Sawgrass Corners Drive Suite 206, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anduril Industries | Costa Mesa | CA | 11/2023 | 09/2025 |
| Warfighter Concepts | San Diego | CA | 04/2022 | 11/2023 |
| Us Navy | Coronado | CA | 01/2008 | 04/2022 |
| Arete Wealth Management | Chicago | IL | 11/2025 | Present |
| Anchored Wealth Advisors | Ponte Vedra Beach | FL | 05/2026 | Present |
| Arete Wealth Advisors | Chicago | IL | 11/2025 | Present |
Anchored Wealth Advisors, dba, Ponte Vedra Beach, FL, Broker, 160 per month during trading hours, start date: 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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