RIA Intel›Advisers›District of Columbia›ADVOCATE WEALTH, LLC

ADVOCATE WEALTH, LLC

Advisory

WASHINGTON, DC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in DC

#116

of 126 advisers by AUM

Average account

$368K

across 69 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$706K

Discretionary %97.2%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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