Sovereign Wealth Partners, LLC

Overview

Sovereign Wealth Partners, LLC is an independent, privately owned registered investment advisory firm organized as a limited liability company. It serves both individual and family clients as well as institutional relationships and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily a percentage of assets under management, with hourly billing used in certain engagements. The firm operates under a qualified custodian model rather than acting as a capital allocator and is not characterized as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives