Be advised. This firm is no longer registered.

Sovereign Wealth Advisors, Inc.

Sovereign Wealth Advisors, Inc. (CRD# 140639) is a financial advisory firm headquartered in Bellevue, WA. They manage $338,618,195 in 861 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    861
    ACCOUNTS
  • Average Account Value
    $393,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NH, OR, TX, WA

Financial Advisors at Sovereign Wealth Advisors, Inc.
No Advisor Found.
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