Marcela
Espinosa

Advocacy Wealth Management, LLC

CRD#6238683
Investment Advisor
in Atlanta, GA

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About this Advisor

Marcela Espinosa is a financial advisor operating out of Atlanta, Georgia with a total of 3 years of industry experience. Espinosa is on the advisory team at Advocacy Wealth Management, LLC. Over the course of their career, Espinosa has held roles at Advocacy Wealth Management, LLC, Reynolds & Reynolds Financial Partners, Horwath Htl, Georgia State University and Forge Consulting. Espinosa maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Georgia. Advocacy Wealth Management, LLC is a registered investment company that has its headquarters in Atlanta, GA. It has offices in four locations and a total of 22 employees. It administers $1 billion in total assets between its 1,444 client accounts, making it one of the bigger firms in the country by assets under management. Of its 1,444 customer accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets. The business provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fees usually depend on which services are offered. Fees charged by Advocacy Wealth Management, LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3350 Riverwood Parkway Suite Gl-28
Atlanta, GA 30339-6401

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Advocacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,238,064,013

GA Average: $3,570,121,308
Total Number of Employees

22

GA Average: 58
Total Number of Accounts

1,444

GA Average: 1,608
Average Account Size

$857,385

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Marcela Espinosa Work History

Marcela has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Advocacy Wealth Management, LLC

2019 - Present (5 years)

Forge Consulting

2017 - 2018 (1 year)

Forge Consulting

2015 - 2017 (2 years)

Forge Consulting

2014 - 2015 (1 year)

Forge Consulting

2013 - 2014 (1 year)

Reynolds & Reynolds Financial Partners

2013 - 2014 (1 year)

Horwath Htl

2008 - 2013 (5 years)

Georgia State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marcela Espinosa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advocacy Wealth Management, LLC

Robinson Martin
Atlanta, GA
Rush James
Atlanta, GA
Nesha Zeigler
Atlanta, GA
Melissa Coleman
Atlanta, GA
Joseph Havasy
Atlanta, GA
Timothy Denehy
Enfield, CT
Erika Mcgrew
Atlanta, GA
Peter Scovill
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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