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Building 2ADVOCACY WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404.836.7141
NotebookSEC #801-77677
Total AUM
$3.2B
Employees
36
Clients
1,721

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3455 PEACHTREE ROAD NE
SUITE 1500
ATLANTA
GA 30326-3433
United States
Operating Hours
9:00-5:00 EST
Monday - Friday
Phone
404.836.7141
Other Offices
5

ReceiptFinancials

Total AUM
$3.2B
Accounts
2,234
Discretionary
$3.1B
Accounts
2,131
Non-Discretionary
$105.8M
Accounts
103

ContactClients

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Individual Clients
1,009
AUM
$492.3M
HNW Individual Clients
649
AUM
$2.3B
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
14
AUM
$351.1M
Corporation or Business Clients
48
AUM
$142.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOCTFLGAHIILINKSKYLAMAMIMNMOMSNCNJNYOHPASCTNTXUTVAWIWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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