Sovereign Wealth Advisors LLC
Sovereign Wealth Advisors LLC is an SEC-registered mass-market adviser in Houston, TX with $625.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Sovereign Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 188524, SEC 801-98346, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $625.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 35
- Clients
- 1,275
- CRD
- 188524
- Ownership
- GEBHARD, RUSSELL, THOMAS
How much AUM does Sovereign Wealth Advisors LLC have?
Sovereign Wealth Advisors LLC reported $625.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Sovereign Wealth Advisors LLC?
Disclosed owners and executives of Sovereign Wealth Advisors LLC include GEBHARD, RUSSELL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.