Advisory Advocates LLC
Advisory Advocates LLC is an SEC-registered mass-market adviser in Grand Rapids, MI with $158.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Advisory Advocates LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284100, SEC 801-135477, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $158.6M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Grand Rapids, MI
- Employees
- 9
- Clients
- 249
- CRD
- 284100
- Ownership
- GOLDFINCH WEALTH MANAGEMENT LLC; COOK, MICHAEL, RANDOLPH; THE GEARHART 2009 IRREVOCABLE TRUST; TIMMERMANS, JOHN, MICHAEL; BIEBEL, JUSTIN, JOHN
How much AUM does Advisory Advocates LLC have?
Advisory Advocates LLC reported $158.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Advisory Advocates LLC?
Disclosed owners and executives of Advisory Advocates LLC include GOLDFINCH WEALTH MANAGEMENT LLC, COOK, MICHAEL, RANDOLPH, THE GEARHART 2009 IRREVOCABLE TRUST, TIMMERMANS, JOHN, MICHAEL, BIEBEL, JUSTIN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.