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Roshan Loungani

Arete Wealth Management, LLC

8500 Leesburg Pike, Suite 210

Vienna, VA 22182


About Arete Wealth Management, LLC

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition.

Our Services

Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.

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General Information

Firm Start Year


No. of Employees




Firm CRD#


Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

Roshan began his financial career in 1997 as an intern with Morgan Stanley Dean Witter in Washington, D.C. In 2000 he joined Ameriprise Financial Services as a financial advisor and manager for American Express. It was here that Roshan began building a reputation as an accomplished fiduciary consultant and trust personal financial advisor.

When Roshan joined Arete Wealth Management in 2008 the firm managed less than $100 million in assets. Today, Arete Wealth Management is an award winning, nationally recognized industry leader with 35 offices and 145 registered advisors throughout the U.S. with more than $4 billion in assets.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Planning, Retirement Planning, Portfolio Management, Financial Planning for Individuals, 401K Rollovers, Wealth Management


Investment Types

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Video Conference, Our Office


Registered Investment Advisor


Registered Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health

Firm Information

Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Compensation Methods

Based on Assets


Bachelor of Science - Finance & Marketing

University of Maryland
1996 - 1999

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

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