SOVEREIGN WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$625,113,905
Discretionary
$581,877,324
Non-discretionary
$43,236,581
Firm details
- CRD number
- 188524
- SEC file number
- 801-98346
- Main office
- HOUSTON, TX, United States
- Employees
- 35
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.