Advocacy Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $3.2B in regulatory assets under management, 36 employees, 5 offices, and 2,234 accounts.
Assets Under Management
$3.2B
Employees
36
Offices
5 offices
Total Clients
1,720
Primary office
ATLANTA, GA
3455 PEACHTREE ROAD NE, SUITE 1500, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.7% of total clients.
Top client categories% of clientsClients
1
Individuals
58.7%
1,009
2
HNWI
37.7%
649
3
Corporations
2.8%
48
4
Charitable
0.8%
14
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 30, 2026
Discretionary96.7%
$3.1B
97% of total RAUM96.7%
Non-discretionary3.3%
$106M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts2,234
10Y AUM Change+$2.7B (+468.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee48:1
10Y Employee Change+27 (+300.0%)
* 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.