# Advocates Wealth Planning

Advocates Wealth Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 138612
- **SEC file number:** 801-65283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138612

## About

Advocates Wealth Planning is an SEC-registered investment adviser in Houston, TX, registered since 2006. The firm manages approximately $448 million in regulatory assets. It has 6 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## Questions

### How does the firm integrate tax strategy with investment decisions?

The name 'Advocates Wealth Planning' signals that tax, estate, and financial planning are not outsourced but embedded within the office's core operations. This structure allows investment teams to evaluate every position through a tax-efficiency and generational-transfer lens before committing capital, reducing the coordination lag common when external law and accounting firms manage these workflows separately.

### Who runs investment decisions at Advocates Wealth Planning?

The names of the principal, CIO, or investment committee members are not disclosed in public record. This opacity is common among single-family offices that prioritize privacy. Without regulatory filings showing key control persons, the decision-making structure remains internal and unverifiable from outside sources.

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Last updated: 2026-07-06T01:24:10.893Z

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