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Building 2SOVEREIGN WEALTH ADVISORS, INC.

Map pinBELLEVUE, WA
Phone425-289-4222
NotebookSEC #801-66839
Total AUM
$338.6M
Employees
5
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 108TH AVENUE NE
SUITE 1510
BELLEVUE
WA 98004
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
425-289-4222

ReceiptFinancials

Total AUM
$338.6M
Accounts
861
Discretionary
$295M
Accounts
835
Non-Discretionary
$43.6M
Accounts
26

ContactClients

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Individual Clients
149
AUM
$37.6M
HNW Individual Clients
170
AUM
$278.2M
Banking Clients
1
AUM
$10.3M
Pension/Profit Sharing Plan Clients
5
AUM
$12.5M
Corporation or Business Clients
1
AUM
$130.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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