TB
Tate M. Bielenberg
ADVOCACY WEALTH MANAGEMENT
ATLANTA, GA 30326-3433
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CRD#: 8279757
TB
Tate Maxwell BielenbergADVOCACY WEALTH MANAGEMENT
Professional summary
Tate Maxwell Bielenberg is a registered financial advisor currently at ADVOCACY WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.
Tate is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tate has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tate Maxwell Bielenberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2026 - Present
ADVOCACY WEALTH MANAGEMENT, LLC
Office #1: 3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433RIA
CRD#: 141943
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/29/2026)
Current Firm
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)Loading...
Contact information
Main Address
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280
Mailing Address
Phone number
(404) 836-7141
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,917 |
| AUM (Assets Under Management) | $ 2,084,296,352 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 07/26/2024 | ||
| 10/27/2023 | ||
| 01/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
