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Strategic Advocates, LLC

EST. AUM
$33,733,153

CONTACTS
1

CLIENT ACCOUNTS
292

Firm Details

Metro area Salt Lake City
CRD Number 316858
Website wealth-advocates.com
Client types

Overview

Wealth Advocates is a financial services firm that provides a holistic and coordinated approach to wealth management and estate planning. The firm operates by focusing on five main pillars of personal finance: legal estate structure, tax management investing, retirement distribution strategy, risk management, and overall investing. The primary mission is to simplify wealth for its clients by creating sound financial strategies and organizing complex financial needs into a well-coordinated, synchronized estate. By working with a team of industry professionals, the firm ensures that individualized estate plans are developed to meet specific planning goals and values, allowing clients to focus on their personal lives with financial peace of mind.

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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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