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Alex Perez Andrade

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

West Des Moines, IACRD #7410997Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/21/2023
Series 7TO
General Securities Representative Examination
Passed 5/11/2023
SIE
Securities Industry Essentials Examination
Passed 5/29/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ARETE WEALTH Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH MANAGEMENT, LLCCurrent
10/23/2023WEST DES MOINES, IA
WELLS FARGO CLEARING SERVICES, LLC
5/11/202310/19/2023DES MOINES, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alex Perez Andrade has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alex Perez Andrade - Financial Advisor in West Des Moines, IA | AdvisorFinder