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Advocacy Wealth Management, LLC

Updated today

Client assets under management

$2,747,326,064

Clients

1,658

39% high-net-worth

Advisors

28

of 36 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

59

Typical

Average account size

$1,657,012

Client services

Financial planning Portfolio management Selection of other advisers

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Main office location

Advocacy Wealth Management, LLC

3455 Peachtree Road Ne, Suite 1500

Atlanta GA 30326-3433, United States

Number of offices

6

Most active in

Alabama · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Melissa C

CFP®, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Melissa Coleman is a CFP® certificant with three years of experience in financial advising. She currently works at Advocacy Wealth Management, LLC and also serves as an insurance agent for Forge Consulting LLC, the parent company of her firm. Prior to her advisory career, she held various roles including positions outside the financial industry. Advocacy Wealth Management, LLC is a multi-team firm based in Atlanta, GA, consisting of 28 advisors. The firm provides financial advisory services with an emphasis on collaboration among its team members.

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Kurt M

CFA®, Series 63

Atlanta, GA

Advocacy Wealth Management, LLC

Kurt Momand is a CFA® charterholder with 22 years of industry experience. He is currently with Advocacy Wealth Management, LLC and has been with Montag & Caldwell, LLC since 2010. He serves as a trustee for Young Harris College. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services.

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Robinson M

Series 63, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Robinson Martin is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and over 28 years of industry experience. Prior to joining Advocacy Wealth Management in 2018, he worked at Great Western Insurance and PNC Investments. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, providing wealth management services tailored to diverse client needs.

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Joseph H

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Joseph Havasy is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at Advocacy Wealth Management since 2019 and is also associated with Forge Consulting LLC, an insurance agency. Outside of his advisory work, Havasy operates an online art business, creating and selling artwork through his website and other platforms since 2004. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services.

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Jordan H

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Jordan Hillyer is a financial advisor at Advocacy Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked in various roles, including positions at Northwestern Mutual and the Miami Marlins organization. Outside of his advisory work, Hillyer coaches a 16-17u baseball team at Titans Sports Academy. Advocacy Wealth Management is a multi-team firm based in Atlanta, serving clients through a collaborative approach to wealth management.

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Ryan V

Series 66

Atlanta, GA

Advocacy Wealth Management, LLC

Ryan Vidal is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and in real estate prior to joining Advocacy Wealth Management. Outside of advisory services, Vidal is involved with Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management is a multi-team firm with 28 advisors, offering investment services to a diverse client base.

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Nesha Z

Series 65, Series 66

Atlanta, GA

Advocacy Wealth Management, LLC

Nesha Zeigler is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and having 22 years of industry experience. She has been with Advocacy Wealth Management since 2017 and was self-employed from 2014 to 2017. Outside of her advisory role, she is a licensed real estate agent and is involved with Forge Consulting LLC, an insurance agency affiliated with her firm. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides comprehensive wealth management services.

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Ava A

Series 66

Atlanta, GA

Advocacy Wealth Management, LLC

Ava Arjmand is a financial advisor at Advocacy Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill, Bank of America, Rockefeller Financial, Northern Trust, and Summit Financial. Advocacy Wealth Management is a multi-team firm comprising 28 advisors.

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Nicolas D

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Nicolas Dykstra is a financial advisor at Advocacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Truist Financial and SunTrust Banks. Outside of finance, he has experience in event services and hospitality. Advocacy Wealth Management is a multi-team firm based in Atlanta, serving clients through a collaborative approach.

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Charles M

CFA®, Series 63

Atlanta, GA

Advocacy Wealth Management, LLC

Charles Markwalter is a CFA® charterholder with 27 years of industry experience. He is currently with Advocacy Wealth Management, LLC and has also worked at Montag & Caldwell, LLC since 2010. He holds a Series 63 license and is based in Atlanta, GA. Advocacy Wealth Management is a multi-team firm with 28 advisors.

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Jaaziel P

Series 63, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Jaaziel Palacios Jaimes is a financial advisor at Advocacy Wealth Management, LLC with three years of industry experience. He has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, and spent seven years at Metropower. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering comprehensive financial services to a diverse client base.

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Jodi D

CFP®

Atlanta, GA

Advocacy Wealth Management, LLC

Jodi D. Hollosy is a CFP® professional with four years of industry experience, currently serving at Advocacy Wealth Management, LLC in Atlanta, GA. She has been with the firm since 2018, with a brief employment gap the same year, and previously worked at 3 Kids Inc. outside the financial sector. Hollosy is also an agent at Forge Consulting LLC, an insurance agency affiliated with her wealth management firm. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors that provides financial advisory services tailored to a range of clients.

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John S

CFP®

Atlanta, GA

Advocacy Wealth Management, LLC

John Stone is a CFP® professional with 10 years of industry experience, currently serving at Advocacy Wealth Management, LLC in Atlanta, GA. He has been with the firm since 2015. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency affiliated with his firm, where he provides insurance product services. Advocacy Wealth Management is a multi-team firm with 28 advisors, offering wealth management services to a diverse client base.

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Jack P

Series 63, Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Jack Pennington is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked with Florida Financial Advisors (DBA Georgia Financial Advisors) as a financial consultant and has various work experiences outside of finance, including positions in education and the service industry. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors that serves a diverse client base through collaborative investment strategies.

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Melissa R

Series 65

Atlanta, GA

Advocacy Wealth Management, LLC

Melissa Rojas is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation. She has been with Advocacy Wealth Management since 2023 and has prior experience at Northwestern Mutual and various roles at Monster Energy. Advocacy Wealth Management is a multi-team firm with 28 advisors.

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