CEO Emeritus · Advocacy Wealth Management, LLC
Thomas M. Johnson
CRD 811554 · Named on Form ADV at one SEC-registered adviser
At a glance
Advocacy Wealth Management, LLC, an SEC-registered wealth manager based in Atlanta, GA with $3.2 billion in regulatory assets, lists Thomas M. Johnson on its Form ADV as CEO Emeritus, a control person.
Firms and roles
- Advocacy Wealth Management, LLCCEO EmeritusWealth manager · Atlanta, GA · $3.2B in regulatory assets
AtlasMembers
Thomas’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles E. MarkwalterCEO, Advocacy Wealth Management, LLC
- Courtland G. PhillipsPresident, Advocacy Wealth Management, LLC
- Henry H. PhillipsPresident, Advocacy Wealth Management, LLC
- Jay J. ButlerChief Financial Officer, Advocacy Wealth Management, LLC
- Julie L. CurlessChief Compliance Officer, Advocacy Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.