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ADVOCATE WEALTH, LLC
CRD 330165
1717 K STREET N.W., SUITE 900, WASHINGTON, DC, 20006, United States
Phone
202-802-1925
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$24.7M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.3M |
| High net worth individuals | 10 | $23.1M |
All web addresses on file
Official SEC filing: View on IAPD