Arete Wealth Management Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2007

Year Founded

  • Professionals
  • 5


  • AUM
  • 00.00

Arete Wealth Management General Information


Arete Wealth Management is a Wealth Management Firm based in Chicago, Illinois. It was established in 2007 to provide a comprehensive operational and regulatory infrastructure that allows its advisers to provide financial advice and products for their clients. The assets are managed by the executive team.

Contact Information

Year Founded
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
00000 0000
Chief Financial Officer & Principal
+0 (000) 000-0000
Corporate Office
  • 1115 West Fulton Market
  • 3rd Floor
  • Chicago, IL 60607
  • United States
+1 (312) 000-0000

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Arete Wealth Management Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Arete Wealth Management Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Arete Wealth Management Team (12)

Name Title Office
Joshua Rogers Founder and Chief Executive Officer Chicago, IL
Joshua Rogers Founder & Chief Executive Officer Chicago, IL
David Hock Chief Financial Officer & Principal Chicago, IL
David Levine Chief Operating Officer Chicago, IL
Casey Cotton Chief Technology Officer Chicago, IL
You’re viewing 5 of 12 team members. Get the full list »

Arete Wealth Management Board Members (3)

Name Representing Role Since
Gregg Kaplan Arete Wealth Management Board Member 000 0000
Lee Greene Arete Wealth Management Board Member 000 0000
Matt Leiter Trilogy Real Estate Group Board Member 000 0000
To view Arete Wealth Management’s complete board members history, request access »

Arete Wealth Management FAQs

  • When was Arete Wealth Management founded?

    Arete Wealth Management was founded in 2007.

  • Who is the founder of Arete Wealth Management?

    Joshua Rogers and Joshua Rogers are the founders of Arete Wealth Management.

  • Who is the CEO of Arete Wealth Management?

    Joshua Rogers and Joshua Rogers are the CEOs of Arete Wealth Management.

  • Where is Arete Wealth Management headquartered?

    Arete Wealth Management is headquartered in Chicago, IL.

  • How many Assets Under Management (AUM) does Arete Wealth Management have?

    Arete Wealth Management has 00.000 in assets under management.

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