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ADVOCATES WEALTH PLANNING

HOUSTON, TX · CRD 138612 · IAPD ↗ · youradvocates.com · 713-827-8014

$448.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — ADVOCATES WEALTH PLANNING notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — THE ADVOCATES is now doing business as ADVOCATES WEALTH PLANNING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.