Pomanda estimates the enterprise value of ARETE WEALTH MANAGEMENT LIMITED at £1 based on a Turnover of £4 and 0.42x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of ARETE WEALTH MANAGEMENT LIMITED at £0 based on an EBITDA of £0 and a 3.04x industry multiple (adjusted for size and gross margin).
Pomanda estimates the enterprise value of ARETE WEALTH MANAGEMENT LIMITED at £2 based on Net Assets of £1 and 2.13x industry multiple (adjusted for liquidity).
Edit your figures and get a professional valuation report.
Arete Wealth Management LimitedOverview
Arete Wealth Management Limited is a live company located in liverpool, L2 0NE with a Companies House number of 12611797. It operates in the other business support service activities n.e.c. sector, SIC Code 82990. Founded in May 2020, it's largest shareholder is
michael james fletcher
with a 100% stake. Arete Wealth Management Limited is a young,
micro sized company, Pomanda has estimated its turnover at
£4.8 with
low
growth in recent years.
Pomanda's financial health check has awarded Arete Wealth Management Limited a 0.5 rating. We use a traffic light system to show it exceeds the industry average on 0 measures and has 6 areas for improvement. Company Health Check FAQs
Health Rating0.5out of 5
0 Strong
1 Regular
6 Weak
Size
annual sales of £4.8, make it smaller than the average company (£4.2m)
£4.8 - Arete Wealth Management Limited
£4.2m - Industry AVG
Growth
3 year (CAGR) sales growth of 2%, show it is growing at a slower rate (9.1%)
2% - Arete Wealth Management Limited
9.1% - Industry AVG
Production
with a gross margin of 17.1%, this company has a higher cost of product (37.9%)
17.1% - Arete Wealth Management Limited
37.9% - Industry AVG
Profitability
There is insufficient data available for this Key Performance Indicator!
- - Arete Wealth Management Limited
- - Industry AVG
Employees
with 1 employees, this is below the industry average (25)
1 - Arete Wealth Management Limited
25 - Industry AVG
Pay Structure
on an average salary of £50.7k, the company has an equivalent pay structure (£50.7k)
£50.7k - Arete Wealth Management Limited
£50.7k - Industry AVG
Efficiency
resulting in sales per employee of £4.8, this is less efficient (£156.4k)
£4.8 - Arete Wealth Management Limited
£156.4k - Industry AVG
Debtor Days
it gets paid by customers after 76 days, this is later than average (38 days)
76 days - Arete Wealth Management Limited
38 days - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- - Arete Wealth Management Limited
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- - Arete Wealth Management Limited
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Arete Wealth Management Limited
- - Industry AVG
Debt Level
There is insufficient data available for this Key Performance Indicator!
- - Arete Wealth Management Limited
- - Industry AVG
ARETE WEALTH MANAGEMENT LIMITED financials
EXPORT
Arete Wealth Management Limited's latest turnover from May 2024 is estimated at £5 and the company has net assets of £1. According to their latest financial statements, we estimate that Arete Wealth Management Limited has 1 employee and maintains cash reserves of 0 as reported in the balance sheet.
Data source:Companies House, Pomanda Estimates
May 2024
May 2023
May 2022
May 2021
Turnover
5
5
4
5
Other Income Or Grants
Cost Of Sales
4
4
4
4
Gross Profit
1
1
1
1
Admin Expenses
1
1
1
Operating Profit
1
Interest Payable
Interest Receivable
Pre-Tax Profit
1
Tax
Profit After Tax
1
Dividends Paid
Retained Profit
1
Employee Costs
50,669
48,100
45,449
42,705
Number Of Employees
1
1
1
1
EBITDA*
1
* Earnings Before Interest, Tax, Depreciation and Amortisation
May 2024
May 2023
May 2022
May 2021
Tangible Assets
Intangible Assets
Investments & Other
Debtors (Due After 1 year)
Total Fixed Assets
Stock & work in progress
Trade Debtors
1
1
1
1
Group Debtors
Misc Debtors
Cash
misc current assets
total current assets
1
1
1
1
total assets
1
1
1
1
Bank overdraft
Bank loan
Trade Creditors
Group/Directors Accounts
other short term finances
hp & lease commitments
other current liabilities
total current liabilities
loans
hp & lease commitments
Accruals and Deferred Income
other liabilities
provisions
total long term liabilities
total liabilities
net assets
1
1
1
1
total shareholders funds
1
1
1
1
May 2024
May 2023
May 2022
May 2021
Operating Activities
Operating Profit
1
Depreciation
Amortisation
Tax
Stock
Debtors
1
Creditors
Accruals and Deferred Income
Deferred Taxes & Provisions
Cash flow from operations
Investing Activities
capital expenditure
Change in Investments
cash flow from investments
Financing Activities
Bank loans
Group/Directors Accounts
Other Short Term Loans
Long term loans
Hire Purchase and Lease Commitments
other long term liabilities
share issue
interest
cash flow from financing
cash and cash equivalents
cash
overdraft
change in cash
arete wealth management limited Credit Report and Business Information
Very Low Risk70 - 100
Low Risk50 - 70
Moderate Risk30 - 50
High Risk20 - 30
Very High Risk0 - 20
Get a comprehensive credit check for arete wealth management limited. Get real-time insights into arete wealth management limited's credit score, group structure and payment trends.
Perform a competitor analysis for arete wealth management limited by selecting its closest rivals, whether from the ADMINISTRATIVE AND SUPPORT SERVICE ACTIVITIES sector, other micro companies, companies in L 2 area or any other competitors across 12 key performance metrics.
arete wealth management limited Ownership
ARETE WEALTH MANAGEMENT LIMITED group structure
Arete Wealth Management Limited has no subsidiary companies.
Ultimate parent company
ARETE WEALTH MANAGEMENT LIMITED
12611797
ARETE WEALTH MANAGEMENT LIMITED Shareholders
The sole shareholder of Arete Wealth Management Limited is Michael James Fletcher.
michael james fletcher
100%
arete wealth management limited directors
Arete Wealth Management Limited currently has 2 directors.
The longest serving directors include
Mr Simon Lord (Sep 2020) and
Mr Michael Fletcher (Sep 2020).
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to arete wealth management limited.
arete wealth management limited Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for ARETE WEALTH MANAGEMENT LIMITED. This can take several minutes, an email will notify you when this has completed.
arete wealth management limitedCompanies House Filings - See Documents
