Company Information

Get to know The Wealth Advocate Investment Group LLC

Founded in 2008, The Wealth Advocate Investment Group, LLC is a fee-only Registered Investment Advisor (RIA) based in St. Louis, Missouri. The firm's mission is to provide clients with unbiased financial advice and comprehensive wealth management services, helping them simplify complex financial matters to achieve their long-term goals with clarity and confidence. They specialize in creating personalized financial plans and managing investment portfolios for individuals and families.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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The Wealth Advocate Investment Group LLC

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.