Advocacy Wealth Management LLC

Advocacy Wealth Management LLC

Advocacy Wealth Management LLC

Date Founded



3350 Riverwood Parkway,Suite GL28,Atlanta, GA 30339-3346

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Contact Data
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Executives & Employees

Founding Partner

Chief Executive Officer, Chief Compliance Officer

Chief Investment Officer

Director of Client Planning

Investment Advisor Representative

Senior Client Relationship Specialist

Operations Specialist

Awm Client Associate

Founding Partner

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Advocacy Wealth Management LLC
Awards & Honors
Rank #35
Financial Advisor Magazine - Top RIA Survey, Asset Category: $300 Million to $500 Million
Rank #345
Financial Advisor Magazine - Top RIA Survey
Rank #5
Financial Advisor Magazine - Fastest Growing RIAs, Asset Category: $100 Million to $300 Million
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