Advocacy Wealth Management, LLC

Advocacy Wealth Management, LLC (CRD# 141943) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,114,785,370 in 1,398 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,115
    MILLION
  • Total Number of Accounts
    1,398
    ACCOUNTS
  • Average Account Value
    $797,414
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, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MN, MO, MS, NC, NJ, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV

Financial Advisors at Advocacy Wealth Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Joanna N. Amberger
CRD#: 5390258
1888 Kalakaua Avenue, Suite 312, Honolulu, HI 96815

Joanna Amberger (CRD# 5390258) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Honolulu, HI and has over 14 years of experience in the finance industry. Joanna Amberger 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
Michael J. Curran
CRD#: 850458
300 Drayton St, Savannah, GA 31401

Michael Curran (CRD# 850458) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Savannah, GA and has over 38 years of experience in the finance industry.

3
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.

4
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 35 years of experience in the finance industry.

5
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 over 3 years of experience in the finance industry.

6
Rush M. James
CRD#: 6529302
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339

Rush James (CRD# 6529302) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

7
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 41 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.

8
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 27 years of experience in the finance industry.

9
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 over 3 years of experience in the finance industry.

10
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 6 years of experience in the finance industry.

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