Ava Arjmand

Advocacy Wealth Management, LLC

14 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Advocacy Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,487 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

Brookhaven, GA

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History

Regulatory History (1)

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Employment Separation After Allegations

August 2019

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Employment History

Current Registrations

Advocacy Wealth Management, LLC

October 2025 - Present · 4 mos

Previous Registrations

Summit Financial, LLC

March 2025 - October 2025 · 7 mos

Edge Capital Group, LLC

January 2021 - October 2023 · 2 yrs 9 mos

Rockefeller Capital Management

October 2019 - December 2019 · 2 mos

Rockefeller Financial LLCBroker

October 2019 - December 2019 · 2 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

July 2012 - September 2019 · 7 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2008 - September 2019 · 11 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.