This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ARETE WEALTH ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

2

Exams

S66|S63|S65

First exam

Oct 14, 1997

First registration

May 19, 1999

Dual registered

no

IAPD individual key

2946965

• Occurred

  Jan 8, 2026
  Advisor changed firm

  Nandan Jagdish Shah left Arete Wealth Advisors, Llc for Cura Wealth Advisors, Llc (registered 2024-08-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d987e56-3d4b-b47f-ebb0-8c0daf062063

First observed

May 19, 1999

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.