Be advised. This firm is no longer registered.

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
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.
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