Ava Arjmand
Investment adviser representative at Advocacy Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
$3.2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Advocacy Wealth Management, LLCOct 2025 to now
- Summit Financial, LLCJan 2025 to Oct 2025
- Northern TrustFeb 2024 to Jan 2025
- Personal Relocation (international)Dec 2022 to Feb 2024
- Edge Capital Group, LLCMay 2020 to Dec 2022
- UnemployedDec 2019 to May 2020
- Rockefeller Financial LLCSep 2019 to Dec 2019
- Bank of America, N.A.Nov 2015 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2007 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Advocacy Wealth Management, LLC
$3.2BAssets managed
1,720Clients
30Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5346390
- Firm CRD
- 141943