SEC Form ADV

SOVEREIGN WEALTH ADVISORS LLC

Registered Investment AdviserTX
$625.1M
Assets Under Management
1,892
Total Clients
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Registration Details

Accession
CRD-188524
Location
HOUSTON, TX
Filing Date
March 31, 2026
AUM
$625.1M
Total Clients
1,892
Amendment
No

About this Adviser

SOVEREIGN WEALTH ADVISORS LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $625.1M in assets across 1,892 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.