Advocus Private Wealth Employee Directory

Q: What is Advocus Private Wealth known for?

Advocus Private Wealth was founded in 2021. Advocus Private Wealth operates in the Financial Services industry.

Q: How many employees does Advocus Private Wealth have currently?

Advocus Private Wealth has approximately 7 employees.

Financial ServicesOhio, United States2-10 Employees

Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We do so by delivering highly tailored planning and comprehensive wealth management services to achieve immediate and long-term goals. Importantly, we are fiduciaries who always strive to advocate for the best interests of clients and provide objective advice and complete coordination across all aspects of financial life.

Investment advisory and financial planning services offered through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Advocus Private Wealth (577 W Nationwide Blvd. Suite 302, Columbus, Ohio 43215; Telephone: 614.372.5200). The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements or recommendations. 06212021-0540

Find Advocus Private Wealth employees' phone numbers or email addresses

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

Contact profiles from Advocus Private Wealth

Name

Title

Contact Info

Location

Last Update

C. R.
Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2025
R. D.
Wealth Planner
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2025

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. 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 December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Advocus Private Wealth's key employees include:

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

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