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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2024
- Office Locations
- 1
Office Locations
About Advocate Wealth, LLC
Advocate Wealth, LLC is a Washington, DC–based registered investment adviser focused on lobbyists and political insiders. The firm provides investment management alongside integrated financial, tax, risk, estate and asset-protection planning, acting as an ongoing partner for time-constrained clients. As a fiduciary, it limits the number of client relationships to deliver highly personalized service.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELI WEISSMAN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #6341650
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,690,325 | -- |
| Non-Discretionary | $705,504 | -- |
| Total | $25,395,829 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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