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Advocacy Wealth Management
Advocacy Wealth Management, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2013. The firm manages $3.2 billion in assets, with...
Advocacy Wealth Management
Advocacy Wealth Management, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2013. The firm manages $3.2 billion in assets, with $3.1 billion on a discretionary basis. It has 36 employees and 26 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is the minimum net worth or investable assets required to work with Advocacy Wealth Management?
No public minimum is advertised by Advocacy Wealth Management. Based on its positioning as a wealth manager for high-net-worth families, typical RIA minimums in this space range from $1 million to $5 million in investable assets, but this cannot be confirmed without direct firm disclosure.
Is Advocacy Wealth Management affiliated with a specific bank or broker-dealer?
Public filings indicate Advocacy Wealth Management is an independent RIA, not a division of a larger financial institution. It is registered with the SEC or applicable state regulator, and no corporate parent or broker-dealer affiliation has been identified.
How is Advocacy Wealth Management regulated?
Advocacy Wealth Management is registered as an investment adviser with the Securities and Exchange Commission or a state securities authority, subject to the Investment Advisers Act of 1940. This registration imposes fiduciary duties and regular reporting obligations (per SEC/state records).
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