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).
Current Firm Details
Advocate Wealth Management, LLC
By the Numbers
-
Total Assets Under Management34MILLION
-
Total Number of Accounts195ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, UT, WA
Financial Advisors at Advocate Wealth Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.