# ADVOCATE WEALTH, LLC

ADVOCATE WEALTH, LLC of WASHINGTON, DC is an SEC-registered investment adviser.

## Registration

- CRD: 330165
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330165/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330165/similar
- Related entities: https://search.stillhousedata.com/firm/330165/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330165

---

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.