Advocacy Wealth Management
TL;DR
Advocacy Wealth Management registered as an adviser in January 2007; most clients are personal injury, wrongful death or workers compensation settlement recipients and their attorneys.
$3.2 billion
Regulatory AUM
As of ADV filing 2026-08-03
2,234
Accounts / Clients
1,658 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
36
Team Size
employees, 26 advisory
13 yrs
Years Registered
First registered 2013
About Advocacy Wealth Management
Advocacy Wealth Management registered as an adviser in January 2007; most clients are personal injury, wrongful death or workers compensation settlement recipients and their attorneys.
Office: 3350 Riverwood Parkway SE, Suite 1100, Atlanta, GA 30339.
Best for: settlement recipients and trusts needing investment management with a $1,000 minimum fee
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD141943
RegistrationSEC-registered
First registration2013
Regulatory AUM$3.2 billion
ADV filing date2026-08-03
Accounts2,234
Clients1,658 individual and high-net-worth clients
Employees36
Advisory employees26
Fee modelAdvisory fees; ADV 2A discloses commissions earned by an affiliated insurance agency
Minimum$1,000 minimum annual fee, waivable; account minimums negotiable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and AIF named on the team news
Source: SEC Investment Adviser Public Disclosure, CRD 141943, as of ADV filing 2026-08-03, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 4 of 10
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