Key facts
- ADVOCATES WEALTH PLANNING is a other based in HOUSTON, TX.
Registered with the SEC
Form ADV · 2026-03 · CRD 138612- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as YOUR ADVOCATES, LTD., LLP).
Free account
See the whole book
- ·Watchlist + alerts for ADVOCATES WEALTH PLANNING's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for ADVOCATES WEALTH PLANNING are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.