Tracee Wagner
Investment adviser representative at Advocacy Wealth Management, LLC
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Advocacy Wealth Management, LLCAug 2019 to now
- Assembly Legal, F/k/a Trialworks dba Lawex CorporationJun 2002 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7405161
- Firm CRD
- 141943