Eli Weissman
Advocate Wealth · Washington, District of Columbia
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.
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Facts
| Firm | Advocate Wealth |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $25.4M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, VA · CRD 6341650 |
| Exams passed | Series 63 (2017) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | advocatewealthllc.com |
| Profile |
How Eli's firm compares
- Advocate Wealth's average account is about $368,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Eli
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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