Tech stack
No one at Advocacy Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
R
Reliance Trust Company
Per Form ADV · $982M held · filed Dec 2024
Fidelity
Per Form ADV · $734M held · filed Dec 2024