Sovereign Wealth Advisors Llc, TX — Investment Adviser | BuildTrust

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SOVEREIGN WEALTH ADVISORS LLC

Investment AdviceHOUSTON, TX

Assets Under Management

$607M

Total AUM

Donut chart: Discretionary 567.7M, Non-Discretionary 39.3M
Category	Value
Discretionary	567.7M
Non-Discretionary	39.3M

Adviser Information

Field	Value
CRD Number	188524
SEC Number	801-98346
Street Address	3120 SOUTHWEST FRWY
Street Address 2	SUITE 500
Location	HOUSTON, TX 77098
Country	United States
Phone	713-527-3400
Fax	713-627-2227
Total Employees	38
Business Types	registered_representative, insurance_broker

Client Count by Type (1,392 Total)

Horizontal bar chart: Individuals (other than H… 929, High Net Worth Individual… 428, Corporations/Businesses 22, Pension/Profit Sharing Pl… 11, Charitable Organizations 2
Category	Value
Individuals (other than H…	929
High Net Worth Individual…	428
Corporations/Businesses	22
Pension/Profit Sharing Pl…	11
Charitable Organizations	2