ADVOCACY WEALTH MANAGEMENT, LLC
CRD #141943 SEC #801-77677 ATLANTA, GA 404.836.7141
SEC Registered
Total AUM
$2.1B
Discretionary
$2.1B
Employees
24
Clients
--
Accounts
1,917
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.1B | $2.1B | $15.4M | 24 | 20 |
| Mar 2025 | $2.1B | $2.1B | $15.4M | 24 | 20 |
| Dec 2024 | $1.7B | $1.7B | $16.8M | 30 | 20 |
| Nov 2024 | $1.7B | $1.7B | $16.8M | 30 | 20 |
| Sep 2024 | $1.7B | $1.7B | $16.8M | 30 | 20 |
| Apr 2024 | $1.7B | $1.7B | $16.8M | 30 | 20 |
| Mar 2024 | $1.7B | $1.7B | $16.8M | 30 | 20 |
| Jan 2024 | $1.2B | $1.2B | $9M | 22 | 25 |
| Jan 2024 | $1.2B | $1.2B | $9M | 22 | 25 |
| Aug 2023 | $1.2B | $1.2B | $9M | 22 | 25 |
| Mar 2023 | $1.2B | $1.2B | $9M | 22 | 25 |
| Nov 2022 | $1.1B | $1.1B | $12.7M | 27 | 5 |
| Mar 2022 | $1.1B | $1.1B | $12.7M | 27 | 5 |
| Mar 2022 | $1.1B | $1.1B | $12.7M | 27 | 5 |
| Jan 2022 | $942.3M | $931M | $11.3M | 20 | 0 |
| Mar 2021 | $942.3M | $931M | $11.3M | 20 | 0 |
| Mar 2021 | $942.3M | $931M | $11.3M | 20 | 0 |
| Jul 2020 | $744.7M | $732.9M | $11.7M | 15 | 0 |
| Jun 2020 | $744.7M | $732.9M | $11.7M | 15 | 0 |
| Mar 2020 | $744.7M | $732.9M | $11.7M | 15 | 0 |
| Jan 2020 | $661.1M | $660.7M | $386K | 18 | 2 |
| Dec 2019 | $661.1M | $660.7M | $386K | 18 | 2 |
| Apr 2019 | $661.1M | $660.7M | $386K | 18 | 2 |
| Mar 2019 | $661.1M | $660.7M | $386K | 18 | 2 |
| Dec 2018 | $670.1M | $588.6M | $81.5M | 15 | 0 |
| Oct 2018 | $670.1M | $588.6M | $81.5M | 15 | 0 |
| Aug 2018 | $670.1M | $588.6M | $81.5M | 15 | 0 |
| Jun 2018 | $670.1M | $588.6M | $81.5M | 15 | 0 |
| Mar 2018 | $670.1M | $588.6M | $81.5M | 15 | 0 |
| Mar 2018 | $670.1M | $588.6M | $81.5M | 15 | 0 |
| Jan 2018 | $570.6M | $500.4M | $70.2M | 9 | 0 |
| Dec 2017 | $570.6M | $500.4M | $70.2M | 9 | 0 |
| Dec 2017 | $570.6M | $500.4M | $70.2M | 9 | 0 |
| Mar 2017 | $570.6M | $500.4M | $70.2M | 9 | 600 |
| Mar 2017 | $449.8M | $449.8M | $0 | 18 | 600 |
| Jan 2017 | $449.8M | $449.8M | $0 | 18 | 600 |
| Sep 2016 | $449.8M | $449.8M | $0 | 18 | 600 |
| Mar 2016 | $449.8M | $449.8M | $0 | 18 | 600 |
| Jan 2016 | $400.4M | $400.4M | $0 | 14 | 600 |
| Apr 2015 | $400.4M | $400.4M | $0 | 14 | 600 |
| Mar 2015 | $400.4M | $400.4M | $0 | 14 | 600 |
| Jan 2015 | $309.9M | $262.4M | $47.5M | 7 | 500 |
| Jun 2014 | $309.9M | $262.4M | $47.5M | 7 | 500 |
| May 2014 | $309.9M | $262.4M | $47.5M | 7 | 500 |
| Apr 2014 | $309.9M | $262.4M | $47.5M | 7 | 500 |
| Mar 2014 | $2.7B | $2.6B | $47.5M | 7 | 500 |
| Nov 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Oct 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Jun 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| May 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| May 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| May 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Mar 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Mar 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Mar 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Feb 2013 | $182.2M | $153.8M | $28.4M | 5 | 400 |
| Sep 2012 | $85M | $85M | $0 | 1 | 200 |
| Sep 2012 | $85M | $85M | $0 | 1 | 200 |
| Sep 2012 | $85M | $85M | $0 | 1 | 200 |
| Aug 2012 | $85M | $85M | $0 | 1 | 200 |
| Jun 2012 | $85M | $85M | $0 | 1 | 200 |
| Jun 2012 | $85M | $85M | $0 | 1 | 200 |
| Jun 2012 | $85M | $85M | $0 | 1 | 200 |
| May 2012 | $55M | $55M | $0 | 1 | 200 |
| May 2012 | $55M | $55M | $0 | 1 | 200 |
| May 2012 | $55M | $55M | $0 | 1 | 200 |
| Mar 2012 | $55M | $55M | $0 | 1 | 200 |
| Mar 2012 | $55M | $55M | $0 | 1 | 200 |
| Mar 2012 | $55M | $55M | $0 | 1 | 200 |
| Jun 2011 | $11.8M | $11.8M | $0 | 5 | -- |
| Feb 2011 | $11.8M | $11.8M | $0 | 5 | -- |
| Feb 2011 | $11.8M | $11.8M | $0 | 5 | -- |
| Jan 2010 | $8.1M | $8.1M | $0 | 10 | -- |
| Mar 2008 | $2.5M | $2.5M | $0 | 10 | -- |
DateNov 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.4M
Employees24
Clients20
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$15.4M
Employees24
Clients20
DateDec 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$16.8M
Employees30
Clients20
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$16.8M
Employees30
Clients20
DateSep 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$16.8M
Employees30
Clients20
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$16.8M
Employees30
Clients20
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$16.8M
Employees30
Clients20
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9M
Employees22
Clients25
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9M
Employees22
Clients25
DateAug 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9M
Employees22
Clients25
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9M
Employees22
Clients25
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.7M
Employees27
Clients5
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.7M
Employees27
Clients5
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.7M
Employees27
Clients5
DateJan 2022
Total AUM$942.3M
Discretionary$931M
Non-Disc.$11.3M
Employees20
Clients0
DateMar 2021
Total AUM$942.3M
Discretionary$931M
Non-Disc.$11.3M
Employees20
Clients0
DateMar 2021
Total AUM$942.3M
Discretionary$931M
Non-Disc.$11.3M
Employees20
Clients0
DateJul 2020
Total AUM$744.7M
Discretionary$732.9M
Non-Disc.$11.7M
Employees15
Clients0
DateJun 2020
Total AUM$744.7M
Discretionary$732.9M
Non-Disc.$11.7M
Employees15
Clients0
DateMar 2020
Total AUM$744.7M
Discretionary$732.9M
Non-Disc.$11.7M
Employees15
Clients0
DateJan 2020
Total AUM$661.1M
Discretionary$660.7M
Non-Disc.$386K
Employees18
Clients2
DateDec 2019
Total AUM$661.1M
Discretionary$660.7M
Non-Disc.$386K
Employees18
Clients2
DateApr 2019
Total AUM$661.1M
Discretionary$660.7M
Non-Disc.$386K
Employees18
Clients2
DateMar 2019
Total AUM$661.1M
Discretionary$660.7M
Non-Disc.$386K
Employees18
Clients2
DateDec 2018
Total AUM$670.1M
Discretionary$588.6M
Non-Disc.$81.5M
Employees15
Clients0
DateOct 2018
Total AUM$670.1M
Discretionary$588.6M
Non-Disc.$81.5M
Employees15
Clients0
DateAug 2018
Total AUM$670.1M
Discretionary$588.6M
Non-Disc.$81.5M
Employees15
Clients0
DateJun 2018
Total AUM$670.1M
Discretionary$588.6M
Non-Disc.$81.5M
Employees15
Clients0
DateMar 2018
Total AUM$670.1M
Discretionary$588.6M
Non-Disc.$81.5M
Employees15
Clients0
DateMar 2018
Total AUM$670.1M
Discretionary$588.6M
Non-Disc.$81.5M
Employees15
Clients0
DateJan 2018
Total AUM$570.6M
Discretionary$500.4M
Non-Disc.$70.2M
Employees9
Clients0
DateDec 2017
Total AUM$570.6M
Discretionary$500.4M
Non-Disc.$70.2M
Employees9
Clients0
DateDec 2017
Total AUM$570.6M
Discretionary$500.4M
Non-Disc.$70.2M
Employees9
Clients0
DateMar 2017
Total AUM$570.6M
Discretionary$500.4M
Non-Disc.$70.2M
Employees9
Clients600
DateMar 2017
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees18
Clients600
DateJan 2017
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees18
Clients600
DateSep 2016
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees18
Clients600
DateMar 2016
Total AUM$449.8M
Discretionary$449.8M
Non-Disc.$0
Employees18
Clients600
DateJan 2016
Total AUM$400.4M
Discretionary$400.4M
Non-Disc.$0
Employees14
Clients600
DateApr 2015
Total AUM$400.4M
Discretionary$400.4M
Non-Disc.$0
Employees14
Clients600
DateMar 2015
Total AUM$400.4M
Discretionary$400.4M
Non-Disc.$0
Employees14
Clients600
DateJan 2015
Total AUM$309.9M
Discretionary$262.4M
Non-Disc.$47.5M
Employees7
Clients500
DateJun 2014
Total AUM$309.9M
Discretionary$262.4M
Non-Disc.$47.5M
Employees7
Clients500
DateMay 2014
Total AUM$309.9M
Discretionary$262.4M
Non-Disc.$47.5M
Employees7
Clients500
DateApr 2014
Total AUM$309.9M
Discretionary$262.4M
Non-Disc.$47.5M
Employees7
Clients500
DateMar 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$47.5M
Employees7
Clients500
DateNov 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateOct 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateJun 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateMay 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateMay 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateMay 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateMar 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateMar 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateMar 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateFeb 2013
Total AUM$182.2M
Discretionary$153.8M
Non-Disc.$28.4M
Employees5
Clients400
DateSep 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateSep 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateSep 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$8.1M
Discretionary$8.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees10
Clients--