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ADVOCATES WEALTH PLANNING
YOUR ADVOCATES, LTD., LLP
CRD 138612 · SEC 801-65283
920 MEMORIAL CITY WAY, SUITE 250, HOUSTON, TX, 77024, United States
Phone
713-827-8014
Fax
713-827-0493
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$448.1M
Discretionary AUM
$448.1M
Team
6 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $27.1M |
| High net worth individuals | 134 | $421.0M |
States served
LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD