Sovereign Wealth Advisors LLC

Overview

Sovereign Wealth Advisors LLC is an independent, owner-operated RIA organized as an LLC and SEC-registered since 2015. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its business activities include acting as a registered representative of a broker-dealer and serving as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives