Advocacy Wealth Management, LLC

Advocacy Wealth Management, LLC (CRD# 141943) is a financial advisory firm headquartered in Atlanta, GA. They manage $744,664,959 in 1,139 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    745
    MILLION
  • Total Number of Accounts
    1,139
    ACCOUNTS
  • Average Account Value
    $653,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CT, FL, GA, HI, IL, IN, KY, LA, MA, MN, MO, MS, NC, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV

Financial Advisors at Advocacy Wealth Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Timothy J. Denehy
CRD#: 6320023
276 Hazard Avenue, Suite #9, Enfield, CT 06082

Timothy Denehy (CRD# 6320023) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Enfield, CT and has 1 year of experience in the finance industry. Timothy Denehy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jacob C. Duvall
CRD#: 7072623
108 Gateway Blvd, Suite 204, Mooresville, NC 28117

Jacob Duvall (CRD# 7072623) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Mooresville, NC and has 1 year of experience in the finance industry.

3
Adam D. Friedman
CRD#: 1682143
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Adam Friedman (CRD# 1682143) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 33 years of experience in the finance industry.

4
Joseph A. Havasy
CRD#: 7097361
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Joseph Havasy (CRD# 7097361) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

5
Rush M. James
CRD#: 6529302
St. Louis, MO

Rush James (CRD# 6529302) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in St. Louis, MO and has over 5 years of experience in the finance industry.

6
Thomas M. Johnson
CRD#: 811554
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Thomas Johnson (CRD# 811554) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 40 years of experience in the finance industry. Thomas Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robinson Martin
CRD#: 2288153
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Robinson Martin (CRD# 2288153) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

8
Erika L. McGrew
CRD#: 7036239
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Erika McGrew (CRD# 7036239) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

9
Justin C. Morganti
CRD#: 6442061
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Justin Morganti (CRD# 6442061) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

10
John L. Stone
CRD#: 6496615
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

John Stone (CRD# 6496615) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. John Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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