Advocate Wealth Solutions

We help retirees and pre-retirees preserve & protect their wealth with holistic financial plans.

Advocate Wealth Solutions

We help retirees and pre-retirees preserve & protect their wealth with holistic financial plans.

linkedin.com/company/dupont-wealth-solutions

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What services does Advocate Wealth Solutions provide?

Advocate Wealth Solutions offers financial planning, investment management, and estate planning services to high-net-worth families. As a registered investment advisor, the firm provides customized portfolio management and tax-efficient wealth strategies.

Is Advocate Wealth Solutions a single-family office or a multi-family office?

Advocate Wealth Solutions operates as a multi-family office, serving multiple high-net-worth families rather than a single principal. The firm also functions as a registered investment advisor, providing a comprehensive wealth management platform.

Does Advocate Wealth Solutions invest in direct deals or only through funds?

The firm's investment approach includes both traditional manager selection and direct investments. Clients gain access to a mix of public equities, fixed income, and alternative investments, with direct deal opportunities sourced through the firm's network.

What is the geographic focus of Advocate Wealth Solutions?

The firm primarily serves domestic US clients, with a focus on tax-efficient structures for American high-net-worth families. No international offices or cross-border investment strategies are publicly documented.

What is known about the founding team of Advocate Wealth Solutions?

No publicly available information identifies the founders, principals, or leadership team of Advocate Wealth Solutions. The firm maintains a low public profile, with no named professionals in the public record.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.