ADVOCATE WEALTH, LLC

ADVOCATE WEALTH, LLC of WASHINGTON, DC is an SEC-registered investment adviser (CRD 330165). Regulatory assets under management: $25.4M.

Registration

• CRD: 330165
• Type: Registered investment adviser
• Location: 1717 K STREET N.W., WASHINGTON, DC, 20006
• Phone: 202-802-1925
• Latest filing: 2026-03-30
• Regulatory AUM: $25.4M
• Discretionary AUM: $24.7M
• Non-discretionary AUM: $706K
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330165 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search