Arete Wealth Advisors LLC

Arete Wealth Advisors LLC is a Registered Investment Advisor (RIA) firm located in Illinois with 63 employees working in advisory roles on behalf of their 10 clients. Established in 2009, the firm is approved and regulated by the U.S. Securities and Exchange Commission (SEC).

• JOSHUA DEAN ROGERS

  PRESIDENT owns more than 25% but less than 50%

• OLD GROWTH CAPITAL, LLC

  MANAGING MEMBER owns 75% or more

• UNBO CHUNG

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAVID CARL HOCK

  MANAGING MEMBER owns more than 25% but less than 50%

• JDROGERS & COMPANY, LLC

  MEMBER owns more than 25% but less than 50%

• JERRY LEE GREENE

  MANAGING MEMBER owns more than 25% but less than 50%

• JONATHAN KRAMER GREER

  MANAGING MEMBER owns more than 25% but less than 50%

• JOSHUA DEAN ROGERS

  MEMBER owns more than 25% but less than 50%

• JOSHUA DEAN ROGERS

  MANAGING MEMBER owns more than 25% but less than 50%

• OLD GROWTH CAPITAL, LLC

  MANAGING MEMBER owns 75% or more

• I-QU & CO.
• Advisory Partners LLC
• Morningstar Investment Management LLC
• Allstate Investment Management Company
• Pwmco LLC
• Chicago Capital Management LLC
• Interocean Capital LLC
• Dearborn Capital Management LLC
• Stairway Partners LLC
• Certified TAX Service Inc

• Analyzing Arete Wealth Advisors' Q3 vs. Q4 2022 13F Holdings Comparison: Notable Changes in Holdings and Investment Strategy Revealed.