Investment adviser · CRD 133465

ADVOCATE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

SEQUIM, WA, United States · Form ADV filed Jul 10, 2012

Regulatory AUM
$50.5M
Form ADV · Item 5.F
Client accounts
298
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Commissions

Principal office

528 NORTH FIFTH AVENUE
SEQUIM, WA, 98382, United States

CRD 133465

Filing source

Form ADV 658877 · Jul 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.