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ADVOCATE WEALTH SOLUTIONS

DUPONT WEALTH SOLUTIONS, LLC

CRD 152534

Visit website

655 METRO PLACE SOUTH, SUITE 440, DUBLIN, OH, 43017, United States

Phone

614.408.0004

Fax

866.465.1924

Registration

— (—)

Source

State registered

Total AUM

$7.0M

Discretionary AUM

$0

Team

3 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals41$4.5M
High net worth individuals2$2.5M

All web addresses on file

Official SEC filing: View on IAPD