Rebecca Wachter is a control person of The Advocate Group and directly owns between 5% and 10% of it.
The Advocate Group is an investment adviser based in Minnetonka, MN, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $810 million, as filed on 19 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6495755
- Firm
- The Advocate Group · CRD 155270
- Role
- COO, Treasurer, Member, Elected Manager
- In role since
- February 2017 · 9 years
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- Minnetonka, MN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Rebecca Wachter work?
Rebecca Wachter has been COO, Treasurer, Member, Elected Manager of The Advocate Group, LLC since February 2017, and is a control person of the firm.
How can I verify Rebecca Wachter’s record?
Rebecca Wachter’s role is listed on The Advocate Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 155270.