CRD: 141943
Advocacy Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-22-2007
- Office Locations
- 8
Office Locations
About Advocacy Wealth Management, LLC
Advocacy Wealth Management is The Forge Companies’ registered investment adviser, providing goals-based financial planning and ongoing portfolio management, with solutions that may include investments, annuities, and trust planning. The firm serves retail and institutional relationships and uses vehicles such as ETFs and mutual funds across public equity and fixed income. Custody includes Fidelity/NFS, and AWM has joined forces with Atlanta-based Montag & Caldwell.
Reported data analysis
What the numbers show
Between November 18, 2025 and August 3, 2026, reported AUM increased 55.7%, from $2.1B to $3.2B.
Across 5 reported observations, AUM increased 191.1% between November 18, 2022 and August 3, 2026, from $1.1B to $3.2B.
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 26 advisory representatives and 1,725 clients, or 66.3 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 8 reported office locations and 19 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Advocacy Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
COURTLAND GREENE PHILLIPS
President
- CRD
- --
- Ownership
- 10% but less than 25%
HENRY HUNGERFORD SPOONER PHILLIPS
President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Ava Arjmand
Financial Advisor
- CRD
- #5346390
Tate Maxwell Bielenberg
--
- CRD
- #8279757
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,139,118,792 | $1,473,073 |
| Non-Discretionary | $105,775,411 | $1,026,946 |
| Total | $3,244,894,203 | $1,452,504 |
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Separately Managed Accounts
SMA allocation detail is available
Advocacy Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Advocacy Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.