Key facts
- SOVEREIGN WEALTH ADVISORS LLC is a other based in HOUSTON, TX.
- SOVEREIGN WEALTH ADVISORS LLC reports $11.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 188524- Regulatory AUM
- $11.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 35
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SOVEREIGN WEALTH ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SOVEREIGN WEALTH ADVISORS LLC's AUM?
- SOVEREIGN WEALTH ADVISORS LLC manages approximately $11.0M in assets.