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ARETE WEALTH ADVISORS, LLC

Company Details

Entity Name: ARETE WEALTH ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 23 Oct 2007
Company Number: LLC_02370735
File Number: 02370735
Type of Management: Manager Managed
Date Status Change: 28 Aug 2024
Address 1115 W FULTON MARKET, 3RD FLR, CHICAGO, 60607, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1600151 1115 W FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607 1115 W FULTON MARKET, 3RD FLOOR, CHICAGO, IL, 60607 312-940-3684

Filings since 2024-11-18

Form type 13F-HR/A
File number 028-15999
Filing date 2024-11-18
Reporting date 2024-09-30
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Filings since 2024-11-14

Form type 13F-HR
File number 028-15999
Filing date 2024-11-14
Reporting date 2024-09-30
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Filings since 2024-08-14

Form type 13F-HR
File number 028-15999
Filing date 2024-08-14
Reporting date 2024-06-30
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Filings since 2024-05-16

Form type 13F-HR
File number 028-15999
Filing date 2024-05-16
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-15999
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-10-30

Form type 13F-HR
File number 028-15999
Filing date 2023-10-30
Reporting date 2023-09-30
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Filings since 2023-08-09

Form type 13F-HR
File number 028-15999
Filing date 2023-08-09
Reporting date 2023-06-30
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Filings since 2023-05-22

Form type 13F-HR/A
File number 028-15999
Filing date 2023-05-22
Reporting date 2023-03-31
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Filings since 2023-05-01

Form type 13F-HR
File number 028-15999
Filing date 2023-05-01
Reporting date 2023-03-31
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Filings since 2023-02-06

Form type 13F-HR
File number 028-15999
Filing date 2023-02-06
Reporting date 2022-12-31
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Filings since 2022-11-07

Form type 13F-HR
File number 028-15999
Filing date 2022-11-07
Reporting date 2022-09-30
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Filings since 2022-08-15

Form type 13F-HR
File number 028-15999
Filing date 2022-08-15
Reporting date 2022-06-30
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Filings since 2022-05-06

Form type 13F-HR
File number 028-15999
Filing date 2022-05-06
Reporting date 2022-03-31
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Filings since 2022-02-07

Form type 13F-HR
File number 028-15999
Filing date 2022-02-07
Reporting date 2021-12-31
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Filings since 2021-11-15

Form type 13F-HR
File number 028-15999
Filing date 2021-11-15
Reporting date 2021-09-30
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Filings since 2021-08-09

Form type 13F-HR
File number 028-15999
Filing date 2021-08-09
Reporting date 2021-06-30
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Filings since 2021-05-10

Form type 13F-HR
File number 028-15999
Filing date 2021-05-10
Reporting date 2021-03-31
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Filings since 2021-02-08

Form type 13F-HR
File number 028-15999
Filing date 2021-02-08
Reporting date 2020-12-31
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Filings since 2020-11-09

Form type 13F-HR
File number 028-15999
Filing date 2020-11-09
Reporting date 2020-09-30
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Filings since 2020-08-11

Form type 13F-HR
File number 028-15999
Filing date 2020-08-11
Reporting date 2020-06-30
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Filings since 2020-05-14

Form type 13F-HR
File number 028-15999
Filing date 2020-05-14
Reporting date 2020-03-31
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Filings since 2020-02-14

Form type 13F-HR
File number 028-15999
Filing date 2020-02-14
Reporting date 2019-12-31
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Filings since 2019-11-13

Form type 13F-HR
File number 028-15999
Filing date 2019-11-13
Reporting date 2019-09-30
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Filings since 2019-08-14

Form type 13F-HR
File number 028-15999
Filing date 2019-08-14
Reporting date 2019-06-30
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Filings since 2019-05-15

Form type 13F-HR
File number 028-15999
Filing date 2019-05-15
Reporting date 2019-03-31
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Filings since 2019-02-14

Form type 13F-HR
File number 028-15999
Filing date 2019-02-14
Reporting date 2018-12-31
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Filings since 2018-11-14

Form type 13F-HR
File number 028-15999
Filing date 2018-11-14
Reporting date 2018-09-30
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Filings since 2018-08-14

Form type 13F-HR
File number 028-15999
Filing date 2018-08-14
Reporting date 2018-06-30
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Filings since 2018-05-15

Form type 13F-HR
File number 028-15999
Filing date 2018-05-15
Reporting date 2018-03-31
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Filings since 2018-02-14

Form type 13F-HR
File number 028-15999
Filing date 2018-02-14
Reporting date 2017-12-31
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Filings since 2017-11-15

Form type 13F-HR
File number 028-15999
Filing date 2017-11-15
Reporting date 2017-09-30
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Filings since 2017-08-14

Form type 13F-HR
File number 028-15999
Filing date 2017-08-14
Reporting date 2017-06-30
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Filings since 2017-04-28

Form type 13F-HR
File number 028-15999
Filing date 2017-04-28
Reporting date 2017-03-31
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Filings since 2017-02-14

Form type 13F-HR
File number 028-15999
Filing date 2017-02-14
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-15999
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-15

Form type 13F-HR
File number 028-15999
Filing date 2016-08-15
Reporting date 2016-06-30
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Filings since 2016-05-13

Form type 13F-HR
File number 028-15999
Filing date 2016-05-13
Reporting date 2016-03-31
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Filings since 2016-02-12

Form type 13F-HR
File number 028-15999
Filing date 2016-02-12
Reporting date 2015-12-31
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Filings since 2015-11-13

Form type 13F-HR
File number 028-15999
Filing date 2015-11-13
Reporting date 2015-09-30
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Filings since 2015-08-14

Form type 13F-HR
File number 028-15999
Filing date 2015-08-14
Reporting date 2015-06-30
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Filings since 2015-05-15

Form type 13F-HR
File number 028-15999
Filing date 2015-05-15
Reporting date 2015-03-31
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Filings since 2015-02-11

Form type 13F-HR
File number 028-15999
Filing date 2015-02-11
Reporting date 2014-12-31
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Filings since 2014-11-14

Form type 13F-HR
File number 028-15999
Filing date 2014-11-14
Reporting date 2014-09-30
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Filings since 2014-08-14

Form type 13F-HR
File number 028-15999
Filing date 2014-08-14
Reporting date 2014-06-30
File View File

Filings since 2014-05-15

Form type 13F-HR
File number 028-15999
Filing date 2014-05-15
Reporting date 2014-03-31
File View File

Filings since 2014-02-14

Form type 13F-HR
File number 028-15999
Filing date 2014-02-14
Reporting date 2013-12-31
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Agent

Name and Address Role Appointment Date
MITCHELL WEINSTEIN, 120 S RIVERSIDE PLZ STE 1700, CHICAGO, 60606 Agent 2022-08-30

Manager

Name and Address Role Appointment Date
ROGERS, JOSHUA, 1115 W FULTON MARKET, 3 FLR, CHICAGO, IL, 60607 Manager 2021-08-26

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State