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Advocacy Wealth Management, LLC

Headquartered in ATLANTA, GA

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Firm Information

Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.

Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (11)

ADVOCACY WEALTH MANAGEMENT, LLC has a total of 11 branch locations across the country.
location

Mooresville, NC

location

Savannah, GA

location

ATLANTA, GA

location

SAVANNAH, GA

location

Atlanta, GA

location

Columbia, SC

location

Miami Beach, FL

location

St. Louis, MO

location

ENFIELD, CT

location

Somerset, KY

location

Hartwell, GA

Advisors at Advocacy Wealth Management, LLC

View All 21 Advisors
Unclaimed
Timothy John Denehy

CFP®, RA

ENFIELD, CT

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Rhea Yvonne Fears

CFP®, RA

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Tiffany Czajka

CFP®, RA

ATLANTA, GA

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Robert Lamont Wright

CFP®, RA

ATLANTA, GA

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Unclaimed
Tracee Wagner

RA

Miami Beach, FL

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Unclaimed
Brandon Jay Henry

RA

Mooresville, NC

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Unclaimed
Adam Drew Friedman

RA

ATLANTA, GA

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Unclaimed
Robinson Martin

RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Advocacy Wealth Management, LLC.

Frequently Asked Questions (7)

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