Alex Perez andrade
Investment adviser representative at Arete Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
17 yearsFirm in business
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Arete Wealth Advisors, LLCSep 2023 to now
- Arete Wealth Management, LLCSep 2023 to now
- Insight Wealth GroupSep 2023 to now
- Wells Fargo Clearing Services, LLCSep 2022 to Sep 2023
- UnemployedApr 2022 to Sep 2022
- Principal Securities IncJul 2021 to Apr 2022
- Principal Life Insurance CompanyJun 2020 to Apr 2022
- La HaciendaMay 2019 to Aug 2019
- Kingland SystemsApr 2018 to May 2019
- Iowa State UniversityAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 yearsIn 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
- 7410997
- Firm CRD
- 145488