# ARETE Wealth Management LLC: fundraiser > ARETE Wealth Management LLC placed 52 company rounds filed with the SEC, most recently Dec 2025. Who they placed, by sector and size. Source: https://millionrounds.com/providers/arete-wealth-management-llc (Millionrounds; every figure on the page links to its filing or article) [Fundraisers](https://millionrounds.com/fundraisers) / ARETE Wealth Management LLC Fundraiser Registered broker-dealer # ARETE Wealth Management LLC FINRA 44856 ยท placing rounds since Jan 2016 **52** company rounds placed **7** in the last two years, last Dec 2025 **$172M** sold 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. **2** 23Q2 **2** 23Q3 **2** 23Q4 **1** 24Q1 **3** 24Q2 **1** 24Q3 **3** 24Q4 **3** 25Q2 **2** 25Q4 ## What they place - Oil and Gas **57%** - Investing **12%** - Other **10%** - Other Energy **7%** - Electric Utilities **5%** - Other Health Care **5%** - Other Technology **3%** ## How big the rounds are - Under $1M **12** - $1M to $5M **17** - $5M to $20M **4** - $20M to $100M **3** - $100M+ **0** ## Where the companies are **TX** 31 **FL** 5 **PA** 4 **IL** 4 **NY** 3 **IA** 3 **CA** 2 **MT** 1 ## Rounds they placed [Company rounds](https://millionrounds.com/providers/arete-wealth-management-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/arete-wealth-management-llc?show=all) Filed Issuer Industry Sold Dec 2025 Citizen Energy 2025 Drilling Fund LP Oil and Gas **$500k** Nov 2025 PRP Bakken II LP Oil and Gas **$100k** Jun 2025 Mewbourne Energy Partners 25-A, L.P. Oil and Gas **$1.0M** May 2025 Forum Galaxy Holdings, L.P. Investing **-** May 2025 Texakoma Resources, LLC Oil and Gas **$100k** Dec 2024 Redwood Minerals LLC Oil and Gas **-** Oct 2024 Newport Realty Trust, Inc. Other **-** Oct 2024 Hillcrest Minerals, LLC Oil and Gas **-** Jul 2024 Texakoma Resources, LLC Oil and Gas **$182k** Jun 2024 Permian Ranch Minerals LLC Oil and Gas **-** Jun 2024 Mewbourne Energy Partners 24-A, L.P. Oil and Gas **$36M** Apr 2024 Cedar Ranch Properties LLC Oil and Gas **-** Feb 2024 e2C ESA Assets 2 LLC Other Energy **-** Dec 2023 Alpine Ranch Minerals LLC Oil and Gas **$2.0M** Oct 2023 Cypress Creek Minerals, LLC Oil and Gas **$1.6M** Sept 2023 Texakoma Resources, LLC Oil and Gas **$500k** Jul 2023 Permian Plains Properties LLC Oil and Gas **-** Jun 2023 Mewbourne Energy Partners 23-A, L.P. Oil and Gas **$25M** May 2023 Ashwood Minerals LLC Oil and Gas **$1.5M** Feb 2023 Reeves River Minerals LLC Oil and Gas **$2.0M** Nov 2022 e2c ESA Bond 2, LLC Electric Utilities **$2.7M** Oct 2022 Iron Oak Minerals LLC Oil and Gas **-** Jul 2022 Masterworks Diversified Art Portfolio, LP Other **$1.3M** Jul 2022 Edgewood Minerals LLC Oil and Gas **-** Jun 2022 Mewbourne Energy Partners 22-A, L.P. Oil and Gas **$49M** May 2022 Midland River Minerals, LLC Oil and Gas **$1.6M** Apr 2022 e2Companies LLC Electric Utilities **-** Mar 2022 TPEG Partners Capital V QP LLC Other **$5.0M** Mar 2022 TPEG Partners Capital V LLC Agents: TPEG Securities LLC Other **$5.8M** Feb 2022 Silver Peak Minerals, LLC Oil and Gas **-** Dec 2021 Midland Peak Minerals, LLC Oil and Gas **$5.8M** Nov 2021 Masterworks Collection 002, LLC Agents: more than 5 Other **$250k** Oct 2021 Arete Baseball Fund LLC Other **-** Jul 2021 Mewbourne Energy Partners 21-A, L.P. Oil and Gas **$3.1M** Jun 2021 MDS 2021-Marcellus Shale Development, LP Oil and Gas **-** Aug 2020 Mewbourne Energy Partners 20-A, L.P. Oil and Gas **$2.7M** Jul 2020 MDS 2020 - Marcellus Shale Development, LP Oil and Gas **-** Jun 2020 e2c ESA Bond 1, LLC Electric Utilities **-** Aug 2019 TPEG Partners Capital IV LLC Agents: TPEG Securities LLC Investing **-** Jun 2019 Mewbourne 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 together](https://millionrounds.com/providers/the-strategic-financial-alliance-inc)[**Independent Financial Group, LLC** 10 rounds together](https://millionrounds.com/providers/independent-financial-group-llc)[**Berthel, Fisher & Company Financial Services, Inc.** 10 rounds together](https://millionrounds.com/providers/berthel-fisher-and-company-financial-services-inc)[**Calton & Associates, Inc.** 9 rounds together](https://millionrounds.com/providers/calton-and-associates-inc)[**Commonwealth Financial Network** 9 rounds together](https://millionrounds.com/providers/commonwealth-financial-network)[**DFPG Investments, LLC** 9 rounds together](https://millionrounds.com/providers/dfpg-investments-llc) ## Founders who worked with them No one has said so yet. Worked with them? Say so ## A badge for their site It shows their latest standing in the quarterly rankings and links back here. ## Is this ARETE Wealth Management LLC? 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