West Des Moines, IA S 68th Street Office

Team
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Arete Wealth Advisors, LLC logo

Arete Wealth Advisors, LLC

Multi-team

Firm-wide stats for Arete Wealth Advisors, LLC

Total advisors

149

Across 62 offices

Clients per advisor

36 Low

Avg AUM per client

$484,172 Typical

HNW client ratio

65% Very High

About

Arete WealthAdvisors provides investment advisory and financial planning services to a broad client base including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other corporate or business entities. Services include discretionary portfolio management, investment consulting, comprehensive and limited financial planning, and retirement plan advisory and administrative services, as well as access to wrap programs and third‑party money managers.

The firm primarily manages assets on a discretionary basis after documenting client objectives and risk tolerances in its Investment Advisory Contract, and it employs both advisor‑driven allocation and several proprietary, rule‑based model allocations (GDAA for ETFs/ETNs, VQMT for small‑company stocks, and QVLI for larger company value with income). Arete also uses third‑party sub‑advisers and a due‑diligence process for recommended managers and private investments, and it monitors accounts regularly while acting as an ERISA fiduciary when applicable.

What distinguishes Arete from many peers is its integration with affiliated financial businesses and product channels: some advisors are registered representatives of an affiliated broker‑dealer and may sell insurance through an affiliated insurance agency, the affiliate may underwrite and receive compensation related to certain funds, and the firm routinely acts as a solicitor for third‑party money managers that pay referral fees. The firm also maintains proprietary model disclosures and firm publications/conferences as part of its advisor support and has noted atypical advisor onboarding arrangements (such as forgivable loans or ownership interests) disclosed in its brochure.

Based on Arete Wealth Advisors, LLC

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Arete Wealth Advisors, LLC

Occupation focus

Executive Founder/Business Owner

Based on Arete Wealth Advisors, LLC

Location

160 S 68th Street, Suite 1204

West Des Moines IA 50266

Advisors at this office

5

Advisors at this office

user avatar

Brenton C

Series 66

West Des Moines, IA

Arete Wealth Advisors, LLC

Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Paul E

CFP®, Series 63, Series 65

West Des Moines, IA

Arete Wealth Advisors, LLC

Paul Espey is a CFP® professional with 21 years of industry experience, currently serving at Arete Wealth Advisors, LLC in West Des Moines, IA. He has worked with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, Espey is a partner and investment advisor at Silvercap Wealth Management, Inc., and is involved in tax preparation services through Silvercap Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, as well as third-party sub-advisers and due diligence processes.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Danielle V

Series 63, Series 66

West Des Moines, IA

Arete Wealth Advisors, LLC

Danielle Vandehaar is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has been with Arete Wealth Management LLC and SilverCap Wealth Management since 2012. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates services with affiliated financial businesses and product channels.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Riley F

Series 63, Series 65

West Des Moines, IA

Arete Wealth Advisors, LLC

Riley Francis is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including D.A. Davidson & Co. and TD Ameritrade. Outside of his advisory role, he serves as an assistant varsity boys basketball coach for ADM Community School District. Arete Wealth Advisors provides investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service offering.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Joshua C

Series 63, Series 65

West Des Moines, IA

Arete Wealth Advisors, LLC

Joshua Cross is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, he is president of Silvercap Wealth Management and a partner in Silvercap Tax Services LLC, which provides tax preparation services. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, supplemented by third-party sub-advisers and a due-diligence process.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
View complete list of advisors at this office
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