Overview
Assets Under Management: $2.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 520
Average Client Assets: $3 million
Frequently Asked Questions
ADVOCACY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141943), ADVOCACY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ADVOCACY WEALTH MANAGEMENT, LLC is headquartered in ATLANTA, GA.
ADVOCACY WEALTH MANAGEMENT, LLC serves 520 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, ADVOCACY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ADVOCACY WEALTH MANAGEMENT, LLC manages $2.1 billion in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, ADVOCACY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 520
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,917
Discretionary Accounts: 1,880
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 141943
Filing ID: 2028282
Last Filing Date: 2025-11-18 12:10:29
Website: 5