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Advocacy Wealth Management

EST. AUM
$3,244,894,203

CONTACTS
17

CLIENT ACCOUNTS
2,234

Firm Details

Metro area Atlanta
CRD Number 141943
Website advocacywealth.com
Client types

Overview

Advocacy Wealth tailors financial plans to meet the needs of their clients, both present and future. Each plan is crafted to be unique, reflecting the individualized requirements of the client. The solutions proposed to address these needs are customized to align with the specific plan. There are no additional fees for this planning service; instead, compensation for Advocacy Wealth is determined by the selection of investments, annuities, or trusts recommended in the plan. Regular reviews of the plan are conducted to ensure its effectiveness in meeting the client's needs, with adjustments made as needed throughout the lifelong commitment to the client.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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