ADVOCATE WEALTH SOLUTIONS

ADVOCATE WEALTH SOLUTIONS of DUBLIN, OH is an SEC-registered investment adviser (CRD 152534). Regulatory assets under management: $7.0M.

Registration

• CRD: 152534
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search