ADVOCACY WEALTH MANAGEMENT, LLC

3455 Peachtree Road Ne
Suite 1500
Atlanta, Georgia 30326-3280
Tel: 404.836.7100

About ADVOCACY WEALTH MANAGEMENT, LLC

ADVOCACY WEALTH MANAGEMENT, LLC, formally registered with the SEC as ADVOCACY WEALTH MANAGEMENT, LLC. The firm was established in 03/01/2013. They have over 6 offices throughout the country.

ADVOCACY WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,723,821,312 assets under management, offering retirement planning & investment advisory services to 1715 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141943
SEC#	801-77677
Assets Managed by Firm	$1,723,821,312
No. of Clients	1715
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1715	$1,723,821,312
Individuals (other than high net worth individuals)	820	$280,574,129
High net worth individuals	448	$1,306,568,771
Charitable organizations	Fewer than 5 clients	$82,458,743
Corporations or other businesses	Fewer than 5 clients	$54,219,669

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