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ADVOCATE WEALTH MANAGEMENT, LLC
SEQUIM, WA
360-683-7654
SEC #801-70855Total AUM
$50.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
528 NORTH FIFTH AVENUE
SEQUIM
WA 98382
United States
SEQUIM
WA 98382
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
360-683-7654
Financials
Total AUM
$50.5M
Accounts
298Discretionary
$50.5M
Accounts
298Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.