Advocates Wealth Planning is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 23, 2026, reports $448M in regulatory assets under management, 6 employees, and 1,101 accounts.
Assets Under Management
$448M
Employees
6
Offices
--
Total Clients
193
Primary office
HOUSTON, TX
920 MEMORIAL CITY WAY, SUITE 250, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.4% of total clients.
Top client categories% of clientsClients
1
HNWI
69.4%
134
2
Individuals
30.6%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$448Mas of March 23, 2026
Discretionary100.0%
$448M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$448M
Total Accounts1,101
10Y AUM Change+$233M (+108.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee32:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.