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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-2008
- Office Locations
- 1
Office Locations
About Arete Asset Management, LLC
Areté Asset Management is a fee-only, investment-only RIA led by David Robertson, CFA. The firm manages separate accounts for individuals and families, using active, research-driven asset allocation that dynamically shifts exposures across ETFs, mutual funds, stocks/ADRs and other public securities to compete with 60/40 and target-date approaches. Custody is typically at Altruist (or the client’s custodian), with fees billed after services and direct access to the founder.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 4 clients, or 4 clients per representative. That equates to $942.8K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Arete Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID GARY ROBERTSON
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4537814
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,771,341 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,771,341 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Arete Asset Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.