Courtland Greene Phillips
PresidentAdvocacy Wealth Management, LLCCRD 4377445
About Courtland Greene Phillips
Courtland Greene Phillips is listed as President at Advocacy Wealth Management, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Advocacy Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Courtland Greene Phillips work?
Courtland Greene Phillips is listed as President at Advocacy Wealth Management, LLC on SEC Form ADV.
How much of Advocacy Wealth Management, LLC does Courtland Greene Phillips own?
Form ADV reports a beneficial ownership band of 10-25%.
Advocacy Wealth Management, LLC
| Title | President |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2026 |