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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI · Trade-PMR
- Clients
- Retail
- Platforms
- Bridge catalyst
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Advocate Wealth Solutions
Advocate Wealth Solutions (formerly DuPont Wealth Solutions) provides holistic retirement planning for families and retirees with sizeable savings. Through its proprietary Age with Confidence process, the team builds reliable income strategies, tax-aware plans, debt reduction, estate/legacy planning, and healthcare cost protection, paired with technology designed to curb emotional investing. The firm emphasizes unbiased, product-agnostic guidance.
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Investment Themes
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Platform
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Owner & Executives
GREGORY SCOTT DUPONT
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5091245
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,472,194,834 | 79.6% |
| Equity - Exchange | $1,146,140,385 | 20.4% |
| Total | $5,618,335,219 | 100.0% |