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ADVOCATES WEALTH PLANNING
Legal name: YOUR ADVOCATES, LTD., LLP
CRD 138612File 801-65283
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$448.1M
Above cohort median (national)
Discretionary AUM
$448.1M
Clients
193
1,101 accounts
Employees
6
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 1, 2006
- Principal office
- 920 MEMORIAL CITY WAY, SUITE 250, HOUSTON, TX, 77024
- Phone
- 713-827-8014
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $448.1M
- Discretionary AUM
- $448.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,101
- Non-discretionary accounts
- 0
- Total accounts
- 1,101
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $421.0M |
| Individuals (other than high net worth individuals) | 59 | $27.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 175 | 193 | increased by18 |
| Apr 1, 2026 | AUM | $374,520,801 | $448,131,083 | increased by$73,610,282 |
| Apr 1, 2026 | Accounts | 1,109 | 1,101 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 160 | 175 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $346,113,346 | $374,520,801 | increased by$28,407,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 972 | 1,109 | increased by137 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 155 | 160 | increased by5 |
| Apr 1, 2022 | AUM | $301,588,259 | $346,113,346 | increased by$44,525,087 |
| Apr 1, 2022 | Accounts | 785 | 972 | increased by187 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVOCATES WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVOCATES WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.