# Advocate Wealth

Advocate Wealth is an Asset Manager based in Washington, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Washington, United States
- **Region:** North America
- **Address:** Nichols Hills, OK, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** advocatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/eliweissman

## Regulatory record

- **CRD number:** 330165
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330165

## About

Advocate Wealth is a private wealth boutique providing carefully tailored wealth strategies and thoughtful advice for discerning families. Its mission is to preserve legacy and forge enduring prosperity. Services include visionary financial planning, investment selection and oversight across public and private markets, estate and tax integration, exit and succession planning, and family office services.

## People

- Bob Brooks — Founder
- Kyle Brown — Chief Executive Officer

## Questions

### What investment vehicles does Advocate Wealth use for client portfolios?

The firm primarily constructs client portfolios using low-cost exchange-traded funds and mutual funds, supplemented by individual equities and bonds for larger accounts. Advocate Wealth does not operate proprietary funds or structured products. Alternative exposures, when used, are accessed through publicly available interval funds or liquid-alternative mutual funds.

### Where does Advocate Wealth custody client assets?

The firm lists Charles Schwab as its primary qualified custodian in regulatory filings (per SEC, 2024). This third-party custody arrangement means Advocate Wealth does not physically hold client funds or securities, reducing operational risk and providing clients with independent account statements directly from the custodian.

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Last updated: 2026-08-11T15:05:57.154Z

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