# ADVOCATE WEALTH SOLUTIONS

ADVOCATE WEALTH SOLUTIONS of DUBLIN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 152534
- Type: SEC-registered investment adviser
- Location: 655 METRO PLACE SOUTH, DUBLIN, OH, 43017
- Phone: 614.408.0004
- Latest filing: 2026-04-24
- Regulatory AUM: $7.0M
- Non-discretionary AUM: $7.0M
- Clients: 3
- Accounts: 43

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152534/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152534/similar
- Related entities: https://search.stillhousedata.com/firm/152534/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152534

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.