Advocate Wealth Management, LLC

Advocate Wealth Management, LLC (CRD# 133465) is a financial advisory firm headquartered in Sequim, WA. They manage $34,239,135 in 195 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $175,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

ID, UT, WA

Financial Advisors at Advocate Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen E. Holloway
CRD#: 1418784
528 N. Fifth Ave., Sequim, WA 98382
83
Wealthminder
score

Stephen Holloway (CRD# 1418784) is an Investment Advisor Representative working at Advocate Wealth Management, LLC in Sequim, WA and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.