YOUR ADVOCATES, LTD., LLP
DBA: ADVOCATES WEALTH PLANNING
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $448.1M |
| Discretionary | $448.1M100% of AUM |
| Client Accounts | 1,101 |
| Avg Account Size | $407K |
| Employees | 6 |
| Peak AUM | $448.1MMar 2026 |
AUM by Client Type
Total AUM
$448M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $448M | +19.7% | +10.3% | +8.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $448.1M |
| Discretionary | $448.1M |
| Employees | 6 |
| Client Accounts | 1101 |
| Client Range | 101-250 |
Contact & Location
Address
920 MEMORIAL CITY WAY
HOUSTON TX 77024
Phone
713-827-8014
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$448M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution
Related Entities (Item 7)
Pension Consultant