Advocates Wealth Planning
Advocates Wealth Planning is an SEC-registered wealth manager in Houston, TX with $448.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Advocates Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138612, SEC 801-65283, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $448.1M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 6
- Clients
- 193
- CRD
- 138612
- Ownership
- PALMER, PAUL, EDWIN; CYPRESS ADVISORY MANAGEMENT, INC.; BOX, KURT, LOUIS; CAMPBELL, COLEMAN, EDWARD; BANKS, ANNA ROGGE
How much AUM does Advocates Wealth Planning have?
Advocates Wealth Planning reported $448.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Advocates Wealth Planning?
Disclosed owners and executives of Advocates Wealth Planning include PALMER, PAUL, EDWIN, CYPRESS ADVISORY MANAGEMENT, INC., BOX, KURT, LOUIS, CAMPBELL, COLEMAN, EDWARD, BANKS, ANNA ROGGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.