Arete Wealth Management Team
Contact top employees from
Arete Wealth
Summary
Arete Wealth is a private company. The company currently specializes in the Financial Services area. The position of the Founder & CEO is occupied by Joshua D. Rogers. Its headquarters is located at Lake in the Hills, Illinois, USA. The number of employees ranges from 25 to 100. The annual revenue of Arete Wealth varies between 5.0M and 25M. To connect with Arete Wealth employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Wealth Planning, Asset Management, Investment Banking, Consulting
SIC Code
7380
DMA Code
Chicago Metropolitan Area
Founded
2007
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1993 | Privately Held | 25 - 100 | 12.5M | $59.8M | |
| 2005 | Privately Held | 100 - 250 | 28M | $0 |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Arete Wealth shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years19% for 5–7 years14% for 8–10 years38% have over 11 years of service at Arete WealthEx-employees positions
In Company
In New Company
Contact top employees from
Arete Wealth
Daniel Diaz
Wealth Manager
Steven Mogul
Sr Wealth Advisor
Brent Franklin
Operations
Alex Christie
Managing Director of Operations & Investment Specialist of Christie-Cox Group of Arete Wealth
Sean Sullivan
Certified Fund Specialist® / Certified Annuity Specialist® / Financial Advisor
Cristina Terrana
Transition Manager & Operations Specialist
Ben Carlson
Wealth Advisor
Roshan Loungani
Retirement Planning Specialist
Todd Doorenbos
Director of Capital Markets
Kevin Johnston
Founding Member/ Registered Representative
Karlton Kleis
Managing Director of Capital Markets
Joshua Rogers
Founder & CEO
Kinta Smith
Financial Advisor
Michael Blueweiss
Sr. Financial Advisor
UnBo Chung
General Counsel and Chief Compliance Officer
Tucker Bixby
Managing Partner, New England
Germaine Broussard
Portfolio Manager, Financial Planning Specialist
Christopher Ortiz
Senior Vice President
George Doyle
SVP
Joshua Rogers
Founder & CEO
Casey Cotton
Chief Technology Officer
Matt Roberson
Financial Advisor-Consultant CFP, CBEC
David Levine
Chief Operating Officer
Linda Ieleja Gerstman
Associate General Counsel
Kelly Powers
Client Relationship Manager
Richard Sands
Wealth Advisor
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FAQ
Arete Wealth operates in the Financial Services industries. More details can be found on the official website: aretewealth.com.
The headquarters of Arete Wealth are located in Chicago, United States.
The current CEO of Arete Wealth is Joshua D. Rogers
You can contact Arete Wealth by phone at 1-312-940-3684.
Arete Wealth currently employs 100-200 people.
Arete Wealth's revenue is approximately 21.7M.
Well-known competitors of Arete Wealth include Athena Capital Advisors and Cornerstone Wealth Management.
