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- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Eagle capitalTimber +more
- Established Date
- 08-02-2013
- Office Locations
- 2
Office Locations
About Arete Wealth Strategists
Areté Wealth Strategists provides cross-border financial planning and investment management for American and Australian expats in the U.S. and Australia. Services include PFIC-compliant portfolio management, 401(k)/IRA and superannuation strategies, multi-jurisdiction estate planning, inheritance guidance, and FATCA/FBAR/Form 8938 tax-reporting coordination via a global CPA network. Client portal supports Schwab and Interactive Brokers, with planning via eMoney/Advyzon.
Team overview
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Owner & Executives
ASHLEY SPENCER MURPHY
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER, General Partner, PORTFOLIO MANAGER
- CRD
- #5785857
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Katelyn Irene Meuse
Financial Advisor, General Partner
- CRD
- #7520859
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,741,614 | $404,053 |
| Non-Discretionary | $0 | -- |
| Total | $133,741,614 | $404,053 |
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Separately Managed Accounts
Total SMA Asset: $133,741,614
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $387,522,983 | 19.4% |
| Equity - Exchange | $459,434,465 | 23.0% |
| Cash | $415,488,560 | 20.8% |
| Other | $735,095,144 | 36.8% |
| Total | $1,997,541,152 | 100.0% |