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ADVOCACY WEALTH MANAGEMENT, LLC
CRD 141943 · SEC 801-77677
3455 PEACHTREE ROAD NE, SUITE 1500, ATLANTA, GA, 30326-3433, United States
Phone
404.836.7141
Fax
866-915-8839
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.24B
Discretionary AUM
$3.14B
Team
36 total employees; 26 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1009 | $492.3M |
| High net worth individuals | 649 | $2.25B |
| Charitable organizations | 14 | $351.1M |
| Corporations/business entities | 48 | $142.9M |
States served
AL, AR, CA, CO, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WV, WI, MO, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD