$2.7B Total AUM
$2.7B Disc. AUM
10.0% 3Y CAGR
135 Employees
5,461 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · First Clearing · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Atlas vital
- Established Date
- 11-26-2007
- Office Locations
- 59
Office Locations
1 North Virginia ST Suite D Crystal Lake IL
10335 W. Lincoln Highway Frankfort IL
109 Olympia WAY SAN Francisco CA
About Arete Wealth Advisors, LLC
Arete Wealth is a Chicago-based full-service platform offering broker-dealer, SEC-registered RIA, and insurance services through affiliated entities. The team provides wealth management and planning with a due-diligence-driven approach and a broad, multi-sector investment lineup for retail and institutional clients, including entrepreneurs. Securities are offered through its FINRA/SIPC member broker-dealer.
Team overview
50 AVG AGE
$21.1M AVG AUM / ADVISOR
$502.7K AVG AUM / CLIENT
4.7 yrs AVG TENURE
135 Employees
130 Advisory Reps
135 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Matrix glacier Vital Capital legacy Legacy Vertex Timber glacier
Client Personas
Harbor oak
Custodian
Optima Element oak
Investment Themes
Beacon Pioneer Eagle Glacier
Investment Vehicles
Pathway momentum Catalyst Pathway bridge
Platform
Optima
Services
Glacier focus Vector oak Zenith Alpha Insight Insight matrix Quantum foundation Quantum ember
Technology
Meridian oak
Owner & Executives
DAVID CHARLES LEVINE
Chief Executive Officer, Investment Advisor
- CRD
- #2569418
- Ownership
- Less than 5%
(979) 270-1722
optima.element@radialcapital.com
in linkedin.com/in/bridge-vector
K
Kathleen Marie Lindh
Chief Compliance Officer
- CRD
- #1572730
- Ownership
- Less than 5%
(361) 485-1778
radial.glacier@focuscapital.com
in linkedin.com/in/foundation-delta
Showing 2 of 2 owners & executives
Unlock allContacts
R
ROBERT ABRAMOWITZ
--
- CRD
- #4437589
(789) 454-9519
pathway.wave@vectorcapital.com
in linkedin.com/in/prime-summit
MERLIN EARL AMES
--
- CRD
- #5039655
(258) 224-7482
pioneer.glacier@atlascapital.com
in linkedin.com/in/pioneer-capital
R
Radial pioneer
Catalyst delta
- CRD
- #25833
(787) 598-4540
ember.beacon@summitcapital.com
in linkedin.com/in/legacy-crest
Showing 2 of 138 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,745,378,945 | $506,154 |
| Non-Discretionary | $0 | -- |
| Total | $2,745,378,945 | $506,154 |
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Separately Managed Accounts
Total SMA Asset: $2,745,378,945
Public Funds:
6.9% Equity - Exchange:
21.9% Cash:
12.1% Corporate - Investment Grade:
21.4% Equity - OTC:
19.5% Other:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $508,519,654 | 6.9% |
| Equity - Exchange | $1,613,997,164 | 21.9% |
| Cash | $891,751,858 | 12.1% |
| Corporate - Investment Grade | $1,577,147,913 | 21.4% |
| Equity - OTC | $1,437,120,762 | 19.5% |
| Other | $1,341,312,712 | 18.2% |
| Total | $7,369,850,063 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE RADIAL | CREST PRIME | DHSKZ4W7M | ZZCM | 9.02% | $29,726,879 |
| SIGNAL LEGACY | NORTH VALUE | 33JTO3FU0 | FYC | 8.81% | $46,653,363 |
| ATLAS MOMENTUM | GLACIER FOCUS | UTHTO2XQO | RDKWT | 3.02% | $47,375,291 |
| NORTH GLACIER SIGNAL | FUSION VERTEX | 33OYOUBMZ | HVPCX | 12.10% | $52,875,389 |
| UNISON BEACON | CREST RADIAL | ELGJ3CRQA | VKKX | 6.81% | $47,614,194 |
| UNISON LEGACY | WAVE PRIME | JJVN83HLV | EEWLH | 5.31% | $47,959,174 |
| ZENITH SUMMIT | BRIDGE PIONEER | YPQPWBM3C | NYY | 0.65% | $5,261,901 |
| VALUE PRIME | VITAL MOMENTUM | F3TBBLKUY | LULB | 5.40% | $103,806,720 |