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Advocus Private Wealth Employee Directory

Financial ServicesOhio, United States2-10 Employees

Advocus Private Wealth is an independent advisory firm that collaborates with clients to protect family wealth and create enduring legacies through tailored planning and comprehensive wealth management services. It acts as a fiduciary, aiming to provide objective guidance and coordinated support across all financial areas to serve its clients’ immediate and long-term goals. The firm operates within the financial services industry and targets individuals seeking holistic wealth management and planning that prioritizes client interests. Based in Columbus, Ohio, Advocus Private Wealth works through Summit Financial, LLC, a registered investment advisor, to offer its investment advisory and planning services. The organization emphasizes independent, client-focused advice and coordination across financial matters as part of its service approach.

Find Advocus Private Wealth employees' phone numbers or email addresses

Advocus Private Wealth Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Advocus Private Wealth's Leadership

  • Private Wealth Advisor at Advocus Private Wealth
    C. R.
    Private Wealth Advisor
    Mobile Phone
  • Wealth Planner at Advocus Private Wealth
    R. D.
    Wealth Planner
    Mobile Phone

Advocus Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other
  • Business

Contact profiles from Advocus Private Wealth

Name
Title
Contact
Location
Last Update
  • Private Wealth Advisor at Advocus Private Wealth
    C. R.
    Private Wealth Advisor
    Mobile Phone
    United States, North Carolina
    Apr 15, 2026
  • Wealth Planner at Advocus Private Wealth
    R. D.
    Wealth Planner
    Mobile Phone
    United States, North Carolina
    Apr 15, 2026

Frequently Asked Questions

What is Advocus Private Wealth known for?

Minus sign iconPlus sign iconAdvocus Private Wealth was founded in 2021 and operates in the Financial Services industry. Explore Advocus Private Wealth's company overview page for more information.

What is Advocus Private Wealth's most common email format?

Minus sign iconPlus sign iconAdvocus Private Wealth employees' email format typically follows the pattern of FLast@advocuspw.com. Trying to find reliable and up-to-date employee contact data? Find more Advocus Private Wealth email formats with LeadIQ.

How many employees does Advocus Private Wealth have currently?

Minus sign iconPlus sign iconAdvocus Private Wealth has approximately 8 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Advocus Private Wealth's key employees and leadership?

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As of September 2026, Advocus Private Wealth's key employees include:

  • Private Wealth Advisor: C. R.
  • Wealth Planner: R. D.

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