Advocacy Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
3350 Riverwood Pkwy SE Ste GL28, Atlanta...Phone Number
(800) 633-2967Website
www.advocacywealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
1
2
2
2
About Advocacy Wealth Management
Advocacy Wealth Management specializes in creating personalized financial plans tailored to the unique needs of their clients, ensuring that these plans evolve over time. As part of The Forge Companies, they offer a comprehensive range of wealth management and trust services, collaborating with Montag & Caldwell to enhance their financial offerings. Their target clients include individuals seeking customized financial solutions, particularly those in the legal profession and contingent-fee attorneys. Advocacy Wealth Management is committed to providing ongoing support and regular reviews of financial plans to ensure client success.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Advocacy Wealth Managemen...
<$5M
1-10
Private
<$5M
2007
TJ
Thomas JohnsonCEO Emeritus and Lead Strategist
Company Profile Activity
Activity Insights
Advocacy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Advocacy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advocacy Wealth Management.
Advocacy Wealth Management financials insights
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2020
Debt
$150K
Advocacy Wealth Management Tech Stack
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Advocacy Wealth Management News & Media
Advocacy Trust Announces Opening of New York Office
Advocacy Trust expands to New York offering top-tier trust services.Kathryn M. Maloney Joins Advocacy Trust
Kathryn M. Maloney Joins Advocacy Trust as Regional Trust Director for Mooresville, NCJaclyn K. Berry Joins Advocacy Trust
Jaclyn K. Berry Joins Advocacy Trust as Nashville, TN, Regional Trust DirectorDanny McHale Joins Advocacy Trust
Danny McHale will serve as the Director of Operations for Advocacy Trust LLC and its affiliated companies, Forge Consulting LLC and Advocacy Wealth Management (Collectively "The Forge Companies").
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Advocacy Wealth Management specializes in creating personalized financial plans tailored to the unique needs of their clients, ensuring that these plans evolve over time. As part of The Forge Companies, they offer a comprehensive range of wealth management and trust services, collaborating with Montag & Caldwell to enhance their financial offerings... Read More
