Wealth Advocate Group Information
Contact top employees from
Wealth Advocate Group
Summary
At Wealth Advocate Group we take a meticulous approach to every detail that can impact your financial life. We are concerned first and foremost with delivering deep value and a caring-first approach t...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Independence Planning, Income Tax Planning, Estate Planning, Equity Compensation Planning, Business Succession Planning, Portfolio and Asset Allocation Management, Risk Management, Employer Sponsored Retirement Plan Advice
Founded
2018
Contact Wealth Advocate Group
Organization Website
Social Links
Phone Number
(440) 505-5578
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2004 | Privately Held | 100 - 250 | 27.7M | $0 | |
| 2004 | - | 25 - 100 | 4.9M | $0 | |
| 1992 | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Wealth Advocate Group shows a diverse range of experience levels:
20% for 1–2 years20% for 3–4 years20% for 5–7 years20% for 8–10 years20% have over 11 years of service at Wealth Advocate GroupContact top employees from
Wealth Advocate Group
Dave Thorne
CEO & CERTIFIED FINANCIAL PLANNER™
Jason Cohen
Wealth Advisor & COO
Jessica Miller
Client Service Associate
Lauren Coverdale
Wealth Advisor
Kenny Kowall
Wealth Advisor
Vincent Donato
Para Planner
Robert Wagler
Founder/Owner
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FAQ
Wealth Advocate Group operates in the Financial Services industries. More details can be found on the official website: WealthAdvocateGroup.com.
The headquarters of Wealth Advocate Group are located in Beachwood, United States.
You can contact Wealth Advocate Group by phone at (440) 505-5578.
Wealth Advocate Group currently employs 1-10 people.
Well-known competitors of Wealth Advocate Group include Gold Medal Waters, Roche Financial Partners and GS Investments.
