ADVOCATE WEALTH MANAGEMENT, LLC

SEQUIM, Washington·1 registered advisor·CRD# 133465
SEC# 801-70855360-683-7654
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADVOCATE WEALTH MANAGEMENT, LLC

1 registered advisor
Stephen Edward Holloway
SEQUIM, Washington
05

Office Locations

SEQUIM, Washington
1 advisor

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Data sourced from SEC Form ADV filings. ADVOCATE WEALTH MANAGEMENT, LLC (CRD# 133465) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.