Advocate Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advocate Wealth serves individual and high‑net‑worth clients as well as business owners, providing discretionary investment management, ongoing and one‑time financial planning, and retirement plan advisory services. The firm also offers services to qualified and non‑qualified retirement plans, including monitoring and assistance with plan investment options.
The firm’s investment approach emphasizes asset allocation and passive management with limited active oversight, using diversified mutual funds and exchange‑traded funds and occasionally approved institutional products such as DFA funds. Advocate Wealth provides portfolio monitoring, rebalancing and may appoint sub‑advisors for account management, while financial planning engagements include written or electronic plans and periodic reviews.
What is noteworthy is the firm’s regular educational seminars and webinars offered at no charge and presented as general, non‑individualized guidance — a feature specifically highlighted in its brochure. Advocate Wealth also documents its ability to act as a limited‑scope ERISA 3(21) fiduciary for plan sponsors (including IPS development, QDIA selection, monitoring and participant education), and operates with a relatively small client roster and assets under management, enabling a hands‑on, personalized service model.
Client services
Expertise
Occupation focus
Fee options
Up to $10,000 upfront non-refundable one-time financial planning fee
0.50% to 1.25% annually (tiered based on assets, complexity, and number of accounts)
Ongoing financial planning fees ranging from $18,000 to $50,000 annually, billed monthly or quarterly in advance
Main office
1717 K Street N.W., Suite 900
Washington DC 20006
Advisors at this office
1
Most active in
District of Columbia · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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