# Arete Wealth Strategists

> 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.

- CRD: 167297
- Filed as: ARETE WEALTH STRATEGISTS
- Legal name: Arete Wealth Strategists, LLC
- Also doing business as: ARETE WEALTH STRATEGISTS AUSTRALIA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brisbane, Australia
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167297
- AdvisorCensus page: https://advisorcensus.com/firm/arete-wealth-strategists-brisbane-167297

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Subscription: $2,025 a quarter (Annual Service Package)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $133,741,614
- Discretionary: $133,741,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $22,940,300 |
| High net worth individuals | 58 | $109,339,159 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,462,155 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arete-wa.com
- arete-ws.com
- gfp.institute/advisors/ashley-murphy
- Facebook @aretewealthau
- LinkedIn @arete-wealth-australia
- LinkedIn @ashleysmurphy
- X @ARETEWEALTH
- X @aretewealthau

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $55,305,000 | 4 | March 11, 2021 |
| October 2022 | $62,679,737 | 3 | March 24, 2022 |
| October 2023 | $64,487,380 | 2 | July 24, 2023 |
| October 2026 | $133,741,614 | 2 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,491,794 to $133,741,614 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arete Wealth Strategists (CRD 167297): Form ADV filing data as of October 2026.