ADVOCATE WEALTH, LLC

Overview

Advocate Wealth, LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm operates under an owner-managed structure and offers both discretionary portfolio management and fee-based financial planning. Its client-facing activities include publication of periodicals or newsletters and delivery of educational seminars and workshops, indicating an emphasis on client education alongside portfolio management. Investmently, Advocate Wealth leans heavily on publicly available pooled vehicles—primarily mutual funds and other public funds—rather than direct stock-picking or large-scale capital allocation to third-party managers. The firm reports both percentage-of-AUM and fixed-fee arrangements and manages a mix of discretionary and a small portion of non-discretionary assets. It is not identified as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices