AdvisorCensus / Financial advisors / Arete Wealth Strategists
Arete Wealth Strategists
Filed as ARETE WEALTH STRATEGISTS · Legal name Arete Wealth Strategists, LLC
Arete Wealth Strategists is an SEC-registered investment advisory firm in Brisbane, Australia, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Arete Wealth Strategists compensated?
On its Form ADV (Item 5.E, October 2026), Arete Wealth Strategists reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Arete Wealth Strategists charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $2,025 a quarter (Annual Service Package); Hourly rate: $450 an hour (general inquiries or needs-based work for Ashley Murphy); Hourly rate: $375 an hour (general inquiries or needs-based work for Katelyn Meuse). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Arete Wealth Strategists located?
Arete Wealth Strategists' principal office is in Brisbane, Australia, according to its Form ADV.
Is Arete Wealth Strategists registered with the SEC or a state?
Arete Wealth Strategists is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 167297.
How much does Arete Wealth Strategists manage?
Arete Wealth Strategists reports $133,741,614 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have Arete Wealth Strategists' assets and staff changed since 2021?
In the Form ADV data for Arete Wealth Strategists: Regulatory assets under management: $55,305,000 in the October 2021 data and $133,741,614 in the October 2026 data, up 142%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Arete Wealth Strategists serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (40).
Which custodians does Arete Wealth Strategists use?
Arete Wealth Strategists' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.
Does Arete Wealth Strategists report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167297
What changed in Arete Wealth Strategists' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $113,491,794 to $133,741,614 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASubscription: $2,025 a quarter (Annual Service Package)
The brochure's wording
The prices quoted for plans vary depending on the complexity of the case with a minimum annual fee of $8,100 or $2,025 a quarter.
Hourly rate: $450 an hour (general inquiries or needs-based work for Ashley Murphy)
The brochure's wording
Ashley Murphy’s rate is $450 per hour and Katelyn Meuse’s rate is $375; billed in 10 minute increments
Hourly rate: $375 an hour (general inquiries or needs-based work for Katelyn Meuse)
The brochure's wording
Ashley Murphy’s rate is $450 per hour and Katelyn Meuse’s rate is $375; billed in 10 minute increments
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$133,741,614 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Arete Wealth Strategists, LLC
- Also doing business as
- ARETE WEALTH STRATEGISTS AUSTRALIA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $133,741,614 | 2 | March 30, 2026 |
| October 2023 | $64,487,380 | 2 | July 24, 2023 |
| October 2022 | $62,679,737 | 3 | March 24, 2022 |
| October 2021 | $55,305,000 | 4 | March 11, 2021 |
Regulatory assets under management: $55,305,000 in the October 2021 data and $133,741,614 in the October 2026 data, up 142%.
Total employees: 4 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $113,491,794 to $133,741,614 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Arete Wealth Strategists (CRD 167297): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/arete-wealth-strategists-brisbane-167297