| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Everett Markwalter Control | Ceo | Under 5% | 2024 |
| Nesha Pratt Zeigler Control | Managing Director | Under 5% | 2024 |
| Rebecca Mitchell Keister Control | Chief Compliance Officer | Under 5% | 2024 |
Advocacy Wealth Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Advocacy Wealth Management, LLC reports 24 employees.
Advocacy Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2013.
Advocacy Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3455 Peachtree Road NE, Suite 1500, Atlanta, GA 30326-3280 |
| 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 |
| Discretionary | $2.07B |
| Non-discretionary | $15.4M |
| Total (RAUM) | $2.08B |