ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT, LLC (CRD# 141943) is an SEC-Registered Investment Advisor (RIA), headquartered in Atlanta, GA. The SEC approved the firm to operate as an RIA in Mar 2013. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $670.1 Million, and has discretion over 88% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .
ADVOCACY WEALTH MANAGEMENT, LLC also reported in Oct 2018: 15 employees, with 11 performing advisory functions. A total of 3 office locations. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ADVOCACY WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
View ADVOCACY WEALTH MANAGEMENT, LLC's most recent Form ADV filing
ADVOCACY WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AL-Mar 2013, AR-Mar 2013, AZ-May 2013, CA-Jan 2016, CT-Mar 2013 , DE-Jan 2015, FL-Mar 2013, GA-Mar 2013, HI-Mar 2013, IN-Aug 2018 , KY-Jan 2017, LA-Mar 2013, MA-Jun 2013, MN-Jan 2018, MO-Jun 2018 , MS-Mar 2013, NC-Mar 2013, NY-Mar 2013, OH-Mar 2013, PA-Mar 2013 , SC-Mar 2013, SD-Mar 2013, TN-Mar 2013, TX-Mar 2013, UT-Sep 2016 , VA-May 2013, VT-May 2014, WI-Mar 2013, WV-Mar 2013
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