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ADVOCACY WEALTH MANAGEMENT, LLC
CRD 141943File 801-77677
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.24B
Top 25% of cohort (national)
Discretionary AUM
$3.14B
Non-discretionary $105.8M
Clients
1,720
2,234 accounts
Employees
36
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 1, 2013
- Principal office
- 3455 PEACHTREE ROAD NE, SUITE 1500, ATLANTA, GA, 30326-3433
- Phone
- 404.836.7146
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.24B
- Discretionary AUM
- $3.14B
- Non-discretionary AUM
- $105.8M
- Discretionary accounts
- 2,131
- Non-discretionary accounts
- 103
- Total accounts
- 2,234
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $142.9M |
| Charitable organizations | 14 | $351.1M |
| High net worth individuals | 649 | $2.25B |
| Pension and profit sharing plans | Fewer than 5 | $3.6M |
| Individuals (other than high net worth individuals) | 1,009 | $492.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 | Employees | 24 | 36 | increased by12 |
| Apr 1, 2026 | Clients | 1,487 | 1,720 | increased by233 |
| Apr 1, 2026 | AUM | $2,084,296,352 | $3,244,894,203 | increased by$1,160,597,851 |
| Apr 1, 2026 | Accounts | 1,917 | 2,234 | increased by317 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 24 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,016 | 1,487 | increased by471 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,114,785,370 | $2,084,296,352 | increased by$969,510,982 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,398 | 1,917 | increased by519 |
| Apr 1, 2022 | Employees | 20 | 27 | increased by7 |
| Apr 1, 2022 | Clients | 1,024 | 1,016 | decreased by8 |
| Apr 1, 2022 | AUM | $942,307,346 | $1,114,785,370 | increased by$172,478,024 |
| Apr 1, 2022 | Accounts | 1,291 | 1,398 | increased by107 |
| 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 “ADVOCACY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVOCACY 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.