Sovereign Wealth Advisors, Inc.
Sovereign Wealth Advisors, Inc. (CRD# 140639) is a financial advisory firm headquartered in Bellevue, WA. They manage $161,740,028 in 548 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management162MILLION
Total Number of Accounts548ACCOUNTS
Average Account Value$295,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, NH, OR, TX, WA
Scott Sheffield (CRD# 1307196) is an Investment Advisor Representative working at Sovereign Wealth Advisors, Inc. in Bellevue, WA and has over 32 years of experience in the finance industry. Scott Sheffield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.