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STRATEGIC ADVOCATES, LLC

SACRAMENTO, CA · CRD 316858 · IAPD ↗ · (888)247-7753

$33.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2026 — STRATEGIC ADVOCATES, LLC (SACRAMENTO, CA) left the SEC roster (was $33.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2026 — STRATEGIC ADVOCATES, LLC reported RAUM down 92% ($433.8M -> $33.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
28
February 2026 — STRATEGIC ADVOCATES, LLC changed its website from wealth-advocates.com to strati.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
February 2026 — STRATEGIC ADVOCATES, LLC moved its main office from LOGAN, UT to SACRAMENTO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2026 — STRATEGIC ADVOCATES, LLC shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — STRATEGIC ADVOCATES, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — STRATEGIC ADVOCATES, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2024 — STRATEGIC ADVOCATES, LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — STRATEGIC ADVOCATES, LLC reported RAUM up 36% ($267.0M -> $363.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — STRATEGIC ADVOCATES, LLC now reports custody of client assets ($124.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2024 — STRATEGIC ADVOCATES, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — STRATEGIC ADVOCATES, LLC notice-filed in AK, AL, AZ, IA, IN, MI, MT, NY, OH, OK, SC, TN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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