ADVOCACY WEALTH MANAGEMENT, LLC

CRD 141943File 801-77677

APPROVED

Retail clients

Custody

Filing as of Aug 3, 2026

Feed vintage Aug 17, 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

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
Website: HTTP://WWW.ADVOCACYWEALTH.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.