# Advocacy Wealth Management

Advocacy Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/advocacy-wealth-management-llc

## Regulatory record

- **CRD number:** 141943
- **SEC file number:** 801-77677
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141943

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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