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ARETE WEALTH MANAGEMENT LLC

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Company Details

Entity Name: ARETE WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 20 Jan 1998
Company Number: LLC_00164054
File Number: 00164054
Type of Management: Manager Managed
Date Status Change: 03 Nov 2024
Address 1115 W FULTON MARKET, 3RD FL, CHICAGO, 60607, IL
Place of Formation: ILLINOIS

Agent

Name and Address Role Appointment Date
ILLINOIS CORPORATION SERVICE COMPANY, 801 ADLAI STEVENSON DRIVE, SPRINGFIELD, 62703, SANGAMON Agent 2021-10-26

Manager

Name and Address Role Appointment Date
ROGERS, JOSHUA, 1115 W FULTON MARKET, 3RD FL, CHICAGO, IL, 60607 Manager 2024-11-03

Links between entities

Type:
Headquarter of
Company Number:
7352203
State:
NEW YORK
Type:
Headquarter of
Company Number:
M12000005256
State:
FLORIDA
Type:
Headquarter of
Company Number:
3011606
State:
CONNECTICUT

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001056689
Phone:
312-940-3684

Latest Filings

Form type:
X-17A-5
File number:
008-50854
Filing date:
2025-04-14
File:
Form type:
X-17A-5
File number:
008-50854
Filing date:
2024-04-01
File:
Form type:
X-17A-5
File number:
008-50854
Filing date:
2023-08-07
File:
Form type:
X-17A-5
File number:
008-50854
Filing date:
2022-03-31
File:
Form type:
X-17A-5
File number:
008-50854
Filing date:
2021-03-17
File:

Historical Names

Name Change Date
KEYSTONE SECURITIES, L.L.C. 2008-01-15
KEYSTONE INVESTMENT ADVISORS, L.L.C. 2000-12-06

Trademarks

Serial Number:
86573323
Mark:
ARETE WEALTH MANAGEMENT
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2015-03-23
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ARETE WEALTH MANAGEMENT

Goods And Services

For:
financial planning, financial asset management, investment banking services, traditional broker/dealer services involving securities
First Use:
2008-02-29
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
86573299
Mark:
ARETE WEALTH MANAGEMENT
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2015-03-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ARETE WEALTH MANAGEMENT

Goods And Services

For:
financial planning, financial asset management, investment banking services, traditional broker/dealer services involving securities
First Use:
2008-02-29
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Court Cases Opinions

Summary

Category:
Judicial Publications
Circuit:
7th
Cause:
18:1961 Racketeering (RICO) Act
Case Type:
civil
Nature Of Suit:
Other Contract Actions

Parties

Party Name:
Adams and Reese LLP
Party Role:
Defendant
Party Name:
ARETE WEALTH MANAGEMENT LLC
Party Role:
Defendant
Party Name:
Basin Street Studios LLC
Party Role:
Defendant
Party Name:
William Bradshaw II
Party Role:
Defendant
Party Name:
Robin B. Cheatham
Party Role:
Defendant

Opinions

PDF File:
Opinion Date:
2013-03-12
Opinion Notes:
MEMORANDUM Opinion and Order. Signed by the Honorable James F. Holderman on 3/12/13. Notice mailed by judge's staff (ntf, )

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Date of last update: 10 Jul 2025

Sources: Illinois Office of the Secretary of State