Advisor at Arete Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arete Wealth Advisors, LLC
Location
Brentwood, MO 63144
Credentials
Series 63, Series 65
Industry experience
18 years
Adam Weingartner is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He has held roles at Arete Wealth Advisors and Arete Wealth Management since 2016, and previously worked at Berthel Fisher & Company Planning, Inc. and Alvery Bartlett Fund Management Co. He holds Series 63 and Series 65 licenses and is also licensed to sell health and life insurance in Missouri. 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 manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service offering.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
241 Hanley Industrial Court, Suite 212
Brentwood, MO 63144
Florida · Missouri · Texas
Arete Wealth Advisors LLC
2016 - Present (10 years)
Arete Wealth Management LLC
2016 - Present (10 years)
Berthel Fisher & Company Planning, Inc.
2013 - 2016 (3 years)
Berthhel Fisher & Company Financial Services, Inc.
2013 - 2016 (3 years)
Alvery Bartlett Fund Management Co.
2006 - 2018 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 65
Saint Louis, MO
Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
PFS™, Series 63, Series 65
Saint Louis, MO
Michael Piper, LLC
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