Advocacy Wealth Management, LLC

Advocacy Wealth Management, LLC (CRD# 141943) is a financial advisory firm headquartered in Atlanta, GA. They manage $449,811,743 in 819 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $549,221
Compensation Options
  • A percentage of assets under your management
  • 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, AZ, CA, CT, DE, FL, GA, HI, KS, LA, MA, MS, NC, NY, OH, PA, SC, SD, TN, TX, VA, VT, WI, WV

Financial Advisors at Advocacy Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
John D. Darer
CRD#: 1196857
43 Harbor Drive #309, Stamford, CT 06902
96
Wealthminder
score

John Darer (CRD# 1196857) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Stamford, CT and has over 32 years of experience in the finance industry.

2
Thomas M. Johnson
CRD#: 811554
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339
96
Wealthminder
score

Thomas Johnson (CRD# 811554) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 37 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.

3
Victor P. Wilkerson
CRD#: 2854435
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339
96
Wealthminder
score

Victor Wilkerson (CRD# 2854435) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Victor Wilkerson 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.

4
Justin C. Boller
CRD#: 4072599
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339
92
Wealthminder
score

Justin Boller (CRD# 4072599) 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.

5
Diane C. Brown
CRD#: 3160244
108 Gateway Boulevard, Ste 204, Mooresville, NC 28117
90
Wealthminder
score

Diane Brown (CRD# 3160244) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Mooresville, NC and has over 18 years of experience in the finance industry.

6
Timothy J. Denehy
CRD#: 6320023
276 Hazard Avenue, Suite #9, Enfield, CT 06082
90
Wealthminder
score

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.

7
John L. Stone
CRD#: 6496615
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339
90
Wealthminder
score

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.

8
Robert T. Davis
CRD#: 6273640
Birmingham, AL
89
Wealthminder
score

Robert Davis (CRD# 6273640) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Birmingham, AL and has over 3 years of experience in the finance industry.

9
Anthony W. Hosfeld
CRD#: 2834666
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339
63
Wealthminder
score

Anthony Hosfeld (CRD# 2834666) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.