Elizabeth Wright

Financial advisor at Arete Wealth Advisors, LLC · Oakdale, CA

Last updated 2026-10-10

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Elizabeth Wright is a financial advisor at Arete Wealth Advisors, LLC in Oakdale, CA, CRD 5498037. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2012-03-02.

Registration

CRD number
5498037
Registration status
Active
IAPD registration
2012-03-02
Industry Experience
14 years
Work Experience
19 years
States registered
CA

Licenses and exams

  • Series 65
  • Series 63

Designations

  • CFP®

Work history

  • 2007-01 to 2024-03 · Vance Capital Management, LLC · Sonora, CA
  • 2016-06 to 2024-03 · Moloney Securities Co., Inc. · Manchester, MO
  • 2024-03 to Present · Arete Wealth Management · Chicago, IL
  • 2024-03 to Present · Arete Wealth Advisors · Chicago, IL

Current employment

SEC IAPD record for Elizabeth Wright

Arete Wealth Advisors, LLC

Regulatory AUM
$2,745,378,945
Registered advisors
146
Offices
84
Clients per advisor
37.2 (Low)
Average AUM per client
$506K (Low)
High-net-worth client ratio
63.4% (High)

Arete Wealth Advisors, LLC: advisors, services and reported ETF investments

About

Elizabeth Wright is a CFP® financial advisor at Arete Wealth Advisors, LLC in Oakdale, CA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 14 years of industry experience and 19 years of reported work history.

Arete Wealth Advisors, LLC's firm-level Form ADV reports 146 advisors across 84 offices; approximately 37.2 clients per advisor, average assets per client of $505,967, and regulatory AUM of $2.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $882.1M across 191 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Elizabeth Wright personally.

Reported ETF positions

Arete Wealth Advisors reports 191 ETF positions worth $882.1M on Form 13F; the largest are listed.

Largest ETF positions reported by Arete Wealth Advisors
FundReported value
RSP — Invesco S&P 500 Equal Weight ETF$50.3M
BINC — iShares Flexible Income Active ETF$46.9M
FBND — Fidelity Total Bond ETF$37.9M
PVAL — Putnam Focused Large Cap Value ETF$34.4M
SPAB — State Street SPDR Portfolio Aggregate Bond ETF$34.4M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Arete Wealth Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Other Financial Product Salesperson
  • Broker-Dealer or Municipal Securities Dea
  • Insurance Company or Agency

Location

Oakdale, CA

1 advisor at this office.

Arete Wealth Advisors office in Oakdale, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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