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 who works in Atlanta, Georgia, who has been in the industry for 14 years. Espinosa works 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 has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Georgia. Advocacy Wealth Management, LLC is a registered investment business that has its headquarters in Atlanta, Georgia. The company has offices in three locations and a total of 27 people on staff. It manages $1 billion in assets under management across its 1,398 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,398 client accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets. Advocacy Wealth Management, LLC has a broad set 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. Fees charged by financial advisors vary depending on the type of services. However, fees charged by Advocacy Wealth Management, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

14 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

Disclosures

No

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

$1,114,785,370

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

27

GA Average: 58
Total Number of Accounts

1,398

GA Average: 1,608
Average Account Size

$797,414

GA Average: $2,220,225

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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 14 years of experience.

2019 - Present (4 years)

Advocacy Wealth Management, LLC

2019 - Present (4 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

Disclosures

Marcela Espinosa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advocacy Wealth Management, LLC

Jodi D'Hollosy
Atlanta, GA
Timothy Denehy
Enfield, CT
Rush James
Atlanta, GA
Robert Wright
Atlanta, GA
Nesha Zeigler
Atlanta, GA
Peter Scovill
Atlanta, GA
Bethany Wheeler
Atlanta, GA
Thomas Johnson
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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