Ashley Spencer Murphy
Investment adviser representative at Arete Wealth Strategists
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$133.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Global Financial Planning InstituteJul 2020 to now
- Arete Wealth StrategistsJun 2013 to now
- Golden Gate UniversityJan 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Arete Wealth Strategists
Legal name: Arete Wealth Strategists, LLC
$133.7MAssets managed
98Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5785857
- Firm CRD
- 167297