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Building 2SOVEREIGN WEALTH ADVISORS LLC

Map pinHOUSTON, TX
Phone713-527-3400
NotebookSEC #801-98346
Total AUM
$625.1M
Employees
35
Clients
1,275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3120 SOUTHWEST FRWY
SUITE 500
HOUSTON
TX 77098
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
713-527-3400
Other Offices
1

ReceiptFinancials

Total AUM
$625.1M
Accounts
1,892
Discretionary
$581.9M
Accounts
1,824
Non-Discretionary
$43.2M
Accounts
68

ContactClients

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Individual Clients
844
AUM
$143.3M
HNW Individual Clients
408
AUM
$378.1M
Pension/Profit Sharing Plan Clients
3
AUM
$7.1M
Corporation or Business Clients
20
AUM
$96.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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

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