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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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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