SOVEREIGN WEALTH ADVISORS LLC

3120 Southwest Frwy
Suite 500
Houston, Texas 77098
Tel: 713-527-3400

About SOVEREIGN WEALTH ADVISORS LLC

SOVEREIGN WEALTH ADVISORS LLC, formally registered with the SEC as SOVEREIGN WEALTH ADVISORS LLC. The firm was established in 06/11/2015. They have over 2 offices throughout the country.

SOVEREIGN WEALTH ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $547,404,211 assets under management, offering retirement planning & investment advisory services to 1393 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	188524
SEC#	801-98346
Assets Managed by Firm	$547,404,211
No. of Clients	1393
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1393	$547,404,211
Individuals (other than high net worth individuals)	929	$154,238,278
High net worth individuals	428	$363,039,111
Pension and profit sharing plans	12	$10,036,665
Charitable organizations	2	$336,931
Corporations or other businesses	22	$19,753,226

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