Advocacy Wealth Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$3.2B

Discretionary

$3.1B

97% of AUM

Avg account

$1.5M

Accounts

2,234

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 141943
Registered since: March 1, 2013
Website: www.advocacywealth.com
Custodians: RELIANCE TRUST COMPANY, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI69.49%
Individuals15.17%
Charitable Organizations10.82%
Corporations / Businesses4.4%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advocacy Wealth Management, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2013. The firm positions itself as a fee-based wealth manager and capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of sub-advisers; it also operates as an insurance broker. The firm charges clients on a percentage-of-AUM basis and is licensed to operate across multiple states. Advocacy does not identify as an active ESG investor and lists affiliations with trust companies, accounting firms and insurance companies, reflecting an emphasis on integrated wealth and risk-transfer solutions.