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Sovereign Wealth Advisors LLC

● SEC registered since 2015CRD 188524SEC# 801-98346Houston, TX
Export (members)
Reg. AUM
$607M
Employees
38
Accounts
1,870
Location
Houston, TX

Sovereign Wealth Advisors LLC assets under management

Sovereign Wealth Advisors LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2015. It reports $607 million in regulatory assets under management and employs 38 people.
www.sovereignwealthadvisors.comView on SEC.gov ↗

Sovereign Wealth Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Russell Thomas Gebhard ControlChief Compliance Officer And Managing MemberOver 75%2015

Frequently asked questions

How much does Sovereign Wealth Advisors LLC manage?

Sovereign Wealth Advisors LLC reports $607 million in regulatory assets under management on its Form ADV.

How many employees does Sovereign Wealth Advisors LLC have?

Sovereign Wealth Advisors LLC reports 38 employees.

Where is Sovereign Wealth Advisors LLC located?

Sovereign Wealth Advisors LLC is based in Houston, TX and has been SEC-registered since 2015.

Does Sovereign Wealth Advisors LLC disclose fund performance?

Sovereign Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3120 Southwest Frwy, Suite 500, Houston, TX 77098
Phone713-527-3400
Fax713-627-2227
Office hours8:00a.m. - 4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$567.7M
Non-discretionary$39.3M
Total (RAUM)$607M