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Principal · Advocates Wealth Planning

Kurt L. Box

CRD 4428158 · Named on Form ADV at one SEC-registered adviser

At a glance

Advocates Wealth Planning, an SEC-registered wealth manager based in Houston, TX with $448 million in regulatory assets, lists Kurt L. Box on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Kurt’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kurt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.