Fundraisers / ARETE Wealth Management LLC
FundraiserRegistered broker-dealer
ARETE Wealth Management LLC
FINRA 44856 · placing rounds since Jan 2016
52company rounds placed
7in the last two years, last Dec 2025
$172Msold in the rounds they placed
60.1%typical commission; the median firm takes 4.9%
Named on 204 Form D filings as paid to sell the offering: 52 for operating companies, 36 for funds, 116 for real estate. 9 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
223Q2223Q3223Q4124Q1324Q2124Q3324Q4325Q2225Q4
What they place
- Oil and Gas57%
- Investing12%
- Other10%
- Other Energy7%
- Electric Utilities5%
- Other Health Care5%
- Other Technology3%
How big the rounds are
- Under $1M12
- $1M to $5M17
- $5M to $20M4
- $20M to $100M3
- $100M+0
Where the companies are
TX31FL5PA4IL4NY3IA3CA2MT1
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Citizen Energy 2025 Drilling Fund LPOil and Gas$500k
Nov 2025PRP Bakken II LPOil and Gas$100k
Jun 2025Mewbourne Energy Partners 25-A, L.P.Oil and Gas$1.0M
May 2025Forum Galaxy Holdings, L.P.Investing-
May 2025Texakoma Resources, LLCOil and Gas$100k
Dec 2024Redwood Minerals LLCOil and Gas-
Oct 2024Newport Realty Trust, Inc.Other-
Oct 2024Hillcrest Minerals, LLCOil and Gas-
Jul 2024Texakoma Resources, LLCOil and Gas$182k
Jun 2024Permian Ranch Minerals LLCOil and Gas-
Jun 2024Mewbourne Energy Partners 24-A, L.P.Oil and Gas$36M
Apr 2024Cedar Ranch Properties LLCOil and Gas-
Feb 2024e2C ESA Assets 2 LLCOther Energy-
Dec 2023Alpine Ranch Minerals LLCOil and Gas$2.0M
Oct 2023Cypress Creek Minerals, LLCOil and Gas$1.6M
Sept 2023Texakoma Resources, LLCOil and Gas$500k
Jul 2023Permian Plains Properties LLCOil and Gas-
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
May 2023Ashwood Minerals LLCOil and Gas$1.5M
Feb 2023Reeves River Minerals LLCOil and Gas$2.0M
Nov 2022e2c ESA Bond 2, LLCElectric Utilities$2.7M
Oct 2022Iron Oak Minerals LLCOil and Gas-
Jul 2022Masterworks Diversified Art Portfolio, LPOther$1.3M
Jul 2022Edgewood Minerals LLCOil and Gas-
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
May 2022Midland River Minerals, LLCOil and Gas$1.6M
Apr 2022e2Companies LLCElectric Utilities-
Mar 2022TPEG Partners Capital V QP LLCOther$5.0M
Mar 2022TPEG Partners Capital V LLCAgents: TPEG Securities LLCOther$5.8M
Feb 2022Silver Peak Minerals, LLCOil and Gas-
Dec 2021Midland Peak Minerals, LLCOil and Gas$5.8M
Nov 2021Masterworks Collection 002, LLCAgents: more than 5Other$250k
Oct 2021Arete Baseball Fund LLCOther-
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
Jun 2021MDS 2021-Marcellus Shale Development, LPOil and Gas-
Aug 2020Mewbourne Energy Partners 20-A, L.P.Oil and Gas$2.7M
Jul 2020MDS 2020 - Marcellus Shale Development, LPOil and Gas-
Jun 2020e2c ESA Bond 1, LLCElectric Utilities-
Aug 2019TPEG Partners Capital IV LLCAgents: TPEG Securities LLCInvesting-
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
The Strategic Financial Alliance, Inc.11 rounds togetherIndependent Financial Group, LLC10 rounds togetherBerthel, Fisher & Company Financial Services, Inc.10 rounds togetherCalton & Associates, Inc.9 rounds togetherCommonwealth Financial Network9 rounds togetherDFPG Investments, LLC9 rounds together
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