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1
Followers on Owler
Overview
Funding
News & Insights
Advocus Private Wealth Funding History
Since Advocus Private Wealth was founded in 2021, it has participated in 1 round of funding. In total Advocus Private Wealth has raised $0. Advocus Private Wealth's funding round was on Sep 2021 for a total of $0.
Advocus Private Wealth Funding Rounds
ROUND
FUNDING DATE
AMOUNT
NUMBER OF INVESTORS
INVESTORS
Minority Stake
Sep 2021
--
1
Summit Financial Holdings, LLC
Advocus Private Wealth Investors
INVESTOR
ROUND
FUNDING DATE
Summit Financial Holdings, LLC
Minority Stake
Sep 2021
Advocus Private Wealth has 1 investors, including and Summit Financial Holdings, LLC. The latest investment occurred in Sep 2021.