$33.7M Total AUM
$33.7M Disc. AUM
-45.7% 3Y CAGR
3 Employees
141 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2022
- Office Locations
- 2
Office Locations
500 N Street Suite 30 Sacramento CA
-- Walnut Creek CA
About Strategic Advocates, LLC
Mickelson-Jenkins Team at Wealth Enhancement (Logan, UT) delivers integrated wealth planning, aligning investment strategy with income, tax, insurance, and estate planning while coordinating with clients’ existing professionals. Backed by Wealth Enhancement’s broader resources; clients can access accounts via Fidelity or Schwab Alliance and use the eMoney planning portal.
Team overview
65 AVG AGE
$11.2M AVG AUM / ADVISOR
$239.2K AVG AUM / CLIENT
3.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Bradley Harsch
Chief Compliance Officer, Managing Member, President
- CRD
- #1944419
- Ownership
- 75% or more
Available
Available
Available
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C
Collin Everette Sinnott
Investment Advisor
- CRD
- #7486651
Available
Available
Available
JAMES EDWARD SMITH
--
- CRD
- #801408
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,733,153 | $115,524 |
| Non-Discretionary | $0 | -- |
| Total | $33,733,153 | $115,524 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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