Where are Advocus Private Wealth employees located globally?

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

How has Advocus Private Wealth's team size changed over time?

Advocus Private Wealth's team has grown from approximately 7 to 8 employees based on available data.

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.

Advocus Private Wealth Global Highlights

North America
8

United States Of America
8

Advocus Private Wealth's Leadership

C. R.
Private Wealth Advisor
Mobile Phone
Email
R. D.
Wealth Planner
Mobile Phone
Email

Advocus Private Wealth Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Business

Contact profiles from Advocus Private Wealth

Name

Title

Contact Info

Location

Last Update

C. R.
Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 15, 2026
R. D.
Wealth Planner
Mobile Phone
Email
United StatesNorth Carolina
Apr 15, 2026

Frequently Asked Questions

What is Advocus Private Wealth known for?

Advocus Private Wealth was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in 577 West Nationwide Boulevard Suite 302 Columbus, Ohio 43215 United States. Explore Advocus Private Wealth's company overview page for more information.

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

Advocus Private Wealth employees' email format typically follows the pattern of . 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?

Advocus Private Wealth has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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

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

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Advocus Private Wealth Employee Directory

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