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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2014
- Office Locations
- 2
Office Locations
About Arete Financial Solutions, LLC
Arete Financial and Legal Solutions is a Goodyear, AZ firm providing integrated tax prep and planning, accounting/payroll, estate and business legal services, and personalized financial planning for individuals, families, and small to mid-sized businesses. The team supports retirement, education, and investing goals and can coordinate advice with in-house counsel and an IRS Enrolled Agent; custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 2 advisory representatives and 178 clients, or 89 clients per representative. That equates to $106.3K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Arete Financial Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWIN R ASHTON
Chief Compliance Officer, Founder
- CRD
- #6098575
- Ownership
- 50% but less than 75%
Mary Lue Reha
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Blake Welch
Financial Advisor
- CRD
- #7252471
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,436,279 | -- |
| Non-Discretionary | $486,969 | -- |
| Total | $18,923,248 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Arete Financial Solutions, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.