ADVOCACY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,244,894,203
Discretionary
$3,139,118,792
Non-discretionary
$105,775,411
Firm details
- CRD number
- 141943
- SEC file number
- 801-77677
- Main office
- ATLANTA, GA, United States
- Employees
- 36
- SEC status
- Approved
- Website
- HTTP://WWW.ADVOCACYWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.