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STRATEGIC ADVOCATES, LLC

UUIDe7e6523f-eccd-550d-972f-470f9815bc16
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 316858 316858 1.0
sec_file_number 801-126262 801-126262

Profile

Websitehttps://wealth-advocates.com/
HQ CityLOGAN
HQ StateUT
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)433,835,344.0
  • RAUM (discretionary)401,385,950.0
  • Actionable assets278,756,564.0
  • Accounts2,622.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM1,697,183.0
  • HNW AUM277,059,137.0

As of 2025-07-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.