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ADVOCACY WEALTH MANAGEMENT, LLC

ATLANTA, GA · CRD 141943 · IAPD ↗ · advocacywealth.com · 404.836.7146

$3.24BRegulatory AUM
26Advisory reps
36Employees
5Clients
More than 500Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — ADVOCACY WEALTH MANAGEMENT, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
71
April 2026 — ADVOCACY WEALTH MANAGEMENT, LLC reported RAUM up 56% ($2.08B -> $3.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2026 — ADVOCACY WEALTH MANAGEMENT, LLC grew from 17 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — ADVOCACY WEALTH MANAGEMENT, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
December 2024 — ADVOCACY WEALTH MANAGEMENT, LLC notice-filed in IN, KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — ADVOCACY WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — ADVOCACY WEALTH MANAGEMENT, LLC reported RAUM up 39% ($1.24B -> $1.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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