Arete Wealth
Arete Wealth

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.

Organization Website

aretewealth.com

Social Links

facebooklinkedIntwitter

Phone Number

1-312-940-3684

Industries

Headquarters Location

1115 W Fulton Market, Chicago, Illinois, 60607 US

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
1993Privately
Held
25 - 100 12.5M $59.8M
2005Privately
Held
100 - 250 28M $0

Estimated Website Traffic

The chart shows a growth in traffic to the aretewealth.com website. In November, traffic increased to 1336, compared to 1024 in the previous month. The highest traffic in 2025 was recorded in August, reaching 1440 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Arete Wealth shows a diverse range of experience levels:
4% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years22% for 5–7 years13% for 8–10 years35% have over 11 years of service at Arete Wealth
Ex-employees positions
In Company
In New Company
Contact top employees from Arete Wealth
Daniel Diaz
Wealth Manager
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Alex Christie
Managing Director of Operations & Investment Specialist of Christie-Cox Group of Arete Wealth
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Ken Bonal
Sr. Wealth Advisor
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Cristina Terrana
Transition Manager & Operations Specialist
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Ben Carlson
Wealth Advisor
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Roshan Loungani
Retirement Planning Specialist
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Todd Doorenbos
Director of Capital Markets
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Kevin Johnston
Founding Member/ Registered Representative
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Karlton Kleis
Managing Director of Capital Markets
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Kinta Smith
Financial Advisor
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Michael Blueweiss
Sr. Financial Advisor
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Matt Roberson
Financial Advisor-Consultant CFP, CBEC
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David Levine
Chief Operating Officer
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Kelly Powers
Client Relationship Manager
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Merlin Ames
Financial Advisor
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Cindy Kuipers
Client Services Associate
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David Hock
Chief Financial Officer
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Andre’ Guerin
Investment Advisor
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Christian Bulla
Compliance Officer
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Laura
Commissions Processor
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FAQ

Arete Wealth operates in the Finance 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 San Diego, United States.

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