Arete Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

33,131

Total plan assets

$20.4B

Filings (rows)

Direct comp

$234K

Indirect comp

Showing only "ARETE WEALTH ADVISORS"

View all 2 variants aggregated →

ARETE WEALTH ADVISORS8 ARETE WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant5

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	11,088	$7.9B	$17K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,636	$6.8B	$7K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,078	$5.6B	$6K	$0
Vantage Point Solutions, Inc. VPS Employee Stock Ownership Plan · all filings	MITCHELL, SD	Advisor / Consultant	360	$37.1M	$55K	$0
Vantage Point Solutions, Inc. VPS Employee Stock Ownership Plan · all filings	MITCHELL, SD	Advisor / Consultant	336	$27.5M	$47K	$0
Vantage Point Solutions, Inc. VPS Employee Stock Ownership Plan · all filings	MITCHELL, SD	Advisor / Consultant	307	$22.0M	$45K	$0
AG Express Electronics, Inc. AG Express Electronics, Inc. Safe Harbor 401(k) Profit Sharing Plan · all filings	DES MOINES, IA	Advisor / Consultant	169	$8.4M	$23K	$0
AG Express Electronics, Inc. AG Express Electronics, Inc. Safe Harbor 401(k) Profit Sharing Plan · all filings	DES MOINES, IA	Advisor / Consultant	157	$8.4M	$34K	$0