ADVOCATE WEALTH MANAGEMENT, LLC
SEC file number 801-70855
· SEQUIM, WA
https://advocate.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$50.5M
Discretionary AUM
$50.5M
Employees
—
Clients
109
Firm
- Address
- 528 NORTH FIFTH AVENUE
SEQUIM, WA 98382 - Phone
- —
- Website
- https://advocate.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- Everwise Private Wealth Management Ltd. Medium name-match confidence · CIK 2097166 · CO
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- AD Fund Management LP Medium name-match confidence · CIK 2085462 · NY
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
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Highwater Wealth Management LLC\DE · D · Jun 24, 2026
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Everwise Private Wealth Management Ltd. · D · Nov 19, 2025
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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AD Fund Management LP · D · Sep 10, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M