{
  "crd_number": 167297,
  "slug": "arete-wealth-strategists-brisbane-167297",
  "primary_business_name": "ARETE WEALTH STRATEGISTS",
  "legal_name": "ARETE WEALTH STRATEGISTS, LLC",
  "dbas": [
    "ARETE WEALTH STRATEGISTS AUSTRALIA"
  ],
  "city": "Brisbane",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-09-02",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 133741614.0,
  "raum_discretionary": 133741614.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 22940300.0,
      "count": 40
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1462155.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 109339159.0,
      "count": 58
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "MN",
    "TX"
  ],
  "websites": [
    "https://arete-wa.com",
    "https://arete-ws.com",
    "https://facebook.com/aretewealthau",
    "https://gfp.institute/advisors/ashley-murphy",
    "https://linkedin.com/company/arete-wealth-australia",
    "https://linkedin.com/in/ashleysmurphy",
    "https://x.com/ARETEWEALTH",
    "https://x.com/aretewealthau"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167297",
  "city_as_filed": "BRISBANE",
  "url": "https://advisorcensus.com/firm/arete-wealth-strategists-brisbane-167297",
  "display_name": "Arete Wealth Strategists",
  "summary": "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.",
  "citation": "AdvisorCensus. Arete Wealth Strategists (CRD 167297): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Arete Wealth Strategists compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Arete Wealth Strategists charge?",
      "a": "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."
    },
    {
      "q": "Where is Arete Wealth Strategists located?",
      "a": "Arete Wealth Strategists' principal office is in Brisbane, Australia, according to its Form ADV."
    },
    {
      "q": "Is Arete Wealth Strategists registered with the SEC or a state?",
      "a": "Arete Wealth Strategists is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 167297."
    },
    {
      "q": "How much does Arete Wealth Strategists manage?",
      "a": "Arete Wealth Strategists reports $133,741,614 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arete Wealth Strategists' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Arete Wealth Strategists serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (40)."
    },
    {
      "q": "Which custodians does Arete Wealth Strategists use?",
      "a": "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."
    },
    {
      "q": "Does Arete Wealth Strategists report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Arete Wealth Strategists' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $113,491,794 to $133,741,614 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 55305000.0,
      "total_employees": 4,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 62679737.0,
      "total_employees": 3,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 64487380.0,
      "total_employees": 2,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 133741614.0,
      "total_employees": 2,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $113,491,794 to $133,741,614 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $2,025 a quarter (Annual Service Package)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $450 an hour (general inquiries or needs-based work for Ashley Murphy)"
        ],
        "quotes": [
          "Ashley Murphy’s rate is $450 per hour and Katelyn Meuse’s rate is $375; billed in 10 minute increments"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $375 an hour (general inquiries or needs-based work for Katelyn Meuse)"
        ],
        "quotes": [
          "Ashley Murphy’s rate is $450 per hour and Katelyn Meuse’s rate is $375; billed in 10 minute increments"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 2025.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Annual Service Package"
        },
        {
          "kind": "hourly",
          "amount": 450.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "general inquiries or needs-based work for Ashley Murphy"
        },
        {
          "kind": "hourly",
          "amount": 375.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "general inquiries or needs-based work for Katelyn Meuse"
        }
      ]
    },
    "quotes": [
      "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.",
      "Ashley Murphy’s rate is $450 per hour and Katelyn Meuse’s rate is $375; billed in 10 minute increments",
      "Ashley Murphy’s rate is $450 per hour and Katelyn Meuse’s rate is $375; billed in 10 minute increments"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/arete-wealth-strategists-brisbane-167297.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40,
      "fewer_than_5": false,
      "raum": 22940300.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 109339159.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1462155.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167297",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}