Advocacy Wealth Management, LLC

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Client assets under management

$2,747,326,064

Clients

1,658

39% high-net worth

Advisors

of 36 employees

Firm type

Multi Team

Clients per advisor

Typical

Average account size

$1,657,012

Client services

Financial planning Portfolio management Selection of other advisers

Main office location

Advocacy Wealth Management, LLC

3455 Peachtree Road Ne, Suite 1500

Atlanta GA 30326-3433, United States

Number of offices

Most active in

Alabama · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · West Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 404.836.7141

Advisors at this firm

Melissa C

CFP®, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Kurt M

CFA®, Series 63

Atlanta, GA

Advocacy Wealth Management, LLC

Robinson M

Series 63, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Joseph H

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Jordan H

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Ryan V

Series 66

Atlanta, GA

Advocacy Wealth Management, LLC

Nesha Z

Series 65, Series 66

Atlanta, GA

Advocacy Wealth Management, LLC

Ava A

Series 66

Atlanta, GA

Advocacy Wealth Management, LLC

Nicolas D

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Charles M

CFA®, Series 63

Atlanta, GA

Advocacy Wealth Management, LLC

Jaaziel P

Series 63, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Jodi D

CFP®

Atlanta, GA

Advocacy Wealth Management, LLC

John S

CFP®

Atlanta, GA

Advocacy Wealth Management, LLC

Jack P

Series 63, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Melissa R

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

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