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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advocacy Wealth Management LLC
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|---|---|
| CRD # | 141943 |
| SEC # | 801-77677 |
| CIK # | 0001569452 |
| AUM | $2.1 B (2025-03-25) |
| Employees | 24 (71% Investors, 0% Brokers) |
| Phone | 404-836-7141 |
| Address | 3455 Peachtree Road NE Atlanta, GA 30326-3280 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 29.1 | ||
| iShares Comex Gold Trust | 22.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 926 | 0.4 |
| (b) Individuals (high net worth individuals) | 520 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,917 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,880 | 2.1 |
| Non-Discretionary | 37 | 0.0 |
| Total | 1,917 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,917 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569452] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Income Advisers Inc
✚
|
CA | 2.1 |
|
Consolidated Planning Corporation
✚
|
GA | 2.1 |
|
Parsons Capital Management Inc
✚
|
RI | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2.1 |
|
Diversified Enterprises LLC
✚
|
DE | 2.1 |
|
Titleist Asset Management LLC
✚
|
TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
✚
|
TX | 2.1 |
|
Revisor Wealth Management LLC
✚
|
OH | 2.1 |