What departments does Wealth Advocates have?

Wealth Advocates has employees across 1 departments including Business.

What is the largest department at Wealth Advocates?

The largest department at Wealth Advocates is Business with 1 employees.

Where are Wealth Advocates employees located globally?

Wealth Advocates has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Advocates's team size changed over time?

Wealth Advocates's team has decreased from approximately 7 to 2 employees based on available data.

Wealth Advocates Employee Directory

Financial ServicesUtah, United States11-50 Employees

Wealth Advocates is a financial services firm focused on wealth management for individuals whose financial needs become more complex as wealth grows. It helps clients navigate the complexities of wealth management so they can focus on other priorities, with securities offered through Cambridge Investment Research, Inc., a broker-dealer, and advisory services provided by Cambridge Investment Research Advisors, Inc.

Based in Logan, Utah, the firm operates as a small to midsize practice within the financial services industry. In December 2025, reports indicated that Wealth Enhancement Group planned to acquire Wealth Advocates.

Wealth Advocates Global Highlights

North America
11

United States Of America
11

Wealth Advocates's Leadership

A. C.
Wealth Manager
Mobile Phone
Email
D. H.
Wealth Manager
Mobile Phone
Email
P. J.
Manager, Mba Wealth
Mobile Phone
Email
P. J.
Wealth Manager
Mobile Phone
Email
S. G.
Associate Wealth Manager
Mobile Phone
Email
M. R.
Communications Specialist
Mobile Phone
Email
S. W.
Administrative Assistant
Mobile Phone
Email
B. D.
Client Communications Manager: Leveraging Technology To Enhance The Advisor And Client Relationship
Mobile Phone
Email

Wealth Advocates Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Wealth Advocates

Name

Title

Contact Info

Location

Last Update

A. C.
Wealth Manager
Mobile Phone
Email
Jun 08, 2026
D. H.
Wealth Manager
Mobile Phone
Email
Oct 17, 2024
P. J.
Manager, Mba Wealth
Mobile Phone
Email
UNITED STATES
Apr 24, 2025
P. J.
Wealth Manager
Mobile Phone
Email
United StatesUtah
Jun 08, 2026
S. G.
Associate Wealth Manager
Mobile Phone
Email
United StatesUtah
Apr 25, 2025
M. R.
Communications Specialist
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
S. W.
Administrative Assistant
Mobile Phone
Email
United StatesUtah
Oct 23, 2024
B. D.
Client Communications Manager: Leveraging Technology To Enhance The Advisor And Client Relationship
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Wealth Advocates known for?

Wealth Advocates was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 255 South Main Street Suite 100 Logan, Utah 84321 United States. Explore Wealth Advocates's company overview page for more information.

What is Wealth Advocates's most common email format?

Wealth Advocates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Advocates email formats with LeadIQ.

How many employees does Wealth Advocates have currently?

Wealth Advocates has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Wealth Advocates's key employees and leadership?

As of February 2026, Wealth Advocates's key employees include:

Wealth Manager: A. C.
Wealth Manager: D. H.
Manager, Mba Wealth: P. J.
Wealth Manager: P. J.
Associate Wealth Manager: S. G.

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Wealth Advocates Employee Directory

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