Advocacy Wealth Management Services, LLC
Advocacy Wealth Management Services, LLC is an independent investment adviser headquartered in Atlanta, Georgia. Founded in 2007, the firm focuses on providing customized financial planning, investment management, and liquidity solutions primarily to individuals, families recovering from crises, high-net-worth investors, and professionals such as trustees, attorneys, and settlement planners. With approximately 22-24 employees, Advocacy Wealth Management delivers services nationally, integrating estate planning, structured settlements, annuities, and educational accounts, all within a capital preservation ecosystem. The firm does not set a minimum investment threshold and is known for its empathetic, crisis-responsive financial guidance.
Investment Strategy
Advocacy Wealth Management emphasizes capital preservation, liquidity, and tailored financial planning. The firm develops comprehensive plans that evaluate a wide range of financial instruments, including tax-advantaged accounts, structured settlements, annuities, and trusts. Their approach centers on client-specific needs, working extensively with individuals and families in crisis, as well as attorneys, trustees, and business owners requiring highly customized solutions. Client accounts are managed primarily with a discretionary approach, focusing on long-term security and investment management strategies suited for retail and high-net-worth investors. No minimum investment threshold is required, and each client receives personalized strategies for preservation and growth.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 13.86% | $225.9M | 3,107,897 | $59.36 | $72.69 | -$32.7M |
S SPTL | SPDR SERIES TRUST | 5.95% | $96.9M | 3,647,181 | $27.84 | $26.58 | +$22.1M |
D DYNF | BLACKROCK ETF TRUST | 5.50% | $89.6M | 1,644,822 | $46.11 | $54.46 | +$10.3M |
P PYLD | PIMCO ETF TR | 5.25% | $85.6M | 3,225,583 | $26.37 | $26.54 | +$6.3M |
I IVW | ISHARES TR | 5.06% | $82.4M | 748,838 | $87.61 | $110.10 | +$7.7M |