Advocacy Wealth Management, LLC
● SEC registered since 2013CRD 141943SEC# 801-77677Atlanta, GA
Reg. AUM
$3.24B
Employees
36
Accounts
2,234
Location
Atlanta, GA
Advocacy Wealth Management, LLC assets under management
Advocacy Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2013. It reports $3.2 billion in regulatory assets under management and employs 36 people.
Advocacy Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Everett Markwalter Control | Ceo | Under 5% | 2026 |
| Courtland Greene Phillips Control | President | 10-25% | 2026 |
| Henry Hungerford Spooner Phillips Control | President | 10-25% | 2026 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advocacy Wealth Management, LLC manage?
Advocacy Wealth Management, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Advocacy Wealth Management, LLC have?
Advocacy Wealth Management, LLC reports 36 employees.
Where is Advocacy Wealth Management, LLC located?
Advocacy Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2013.
Does Advocacy Wealth Management, LLC disclose fund performance?
Advocacy Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3455 Peachtree Road NE, Suite 1500, Atlanta, GA 30326-3433 |
| Phone | 404.836.7141 |
| Fax | 866-915-8839 |
| Office hours | 9:00-5:00 Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1569452 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.24B▲ 56%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$3.24Bregulatory AUM
Discretionary $3.14BNon-discretionary $105.8M