# Eli Weissman

> Eli Weissman is a fee-only financial advisor at Advocate Wealth in Washington, District of Columbia, who holds the CFP credential. Advocate Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eli-weissman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Advocate Wealth
- **Based in:** Washington, District of Columbia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $25.4M across 69 accounts
- **Credentials:** CFP
- **CRD:** 6341650 (https://adviserinfo.sec.gov/individual/summary/6341650)
- **SEC registration:** Investment adviser representative in DC, VA
- **Exams passed:** Series 63 (2017), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://advocatewealthllc.com/

## Frequently asked questions

### Is Eli Weissman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eli holds no broker registration, and Advocate Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eli charge for financial advice?

Eli's firm, Advocate Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Eli Weissman based?

Eli Weissman is based in Washington, District of Columbia.

### What credentials does Eli Weissman hold?

Eli Weissman holds the CFP credential.

### Is Eli Weissman registered with the SEC?

Yes. Eli Weissman is registered as an investment adviser representative in DC and VA (CRD 6341650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advocate Wealth manage?

Advocate Wealth reports $25.4M across 69 accounts in assets under management.

### How do I contact Eli Weissman?

Through Eli's website, advocatewealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6341650): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.