Sovereign Wealth Advisors LLC

Sovereign Wealth Advisors LLC (CRD# 188524) is a financial advisory firm headquartered in Houston, TX. They manage $119,006,237 in 631 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    631
    ACCOUNTS
  • Average Account Value
    $188,599
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Sovereign Wealth Advisors LLC
Showing 1 - 10 of 18 top financial advisors.
1
Teresa M. Castillo
CRD#: 4836785
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Teresa Castillo (CRD# 4836785) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 13 years of experience in the finance industry.

2
Paul A. Dixon
CRD#: 2105545
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Paul Dixon (CRD# 2105545) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 26 years of experience in the finance industry.

3
Daniel H. Eaton
CRD#: 4623829
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Daniel Eaton (CRD# 4623829) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 14 years of experience in the finance industry.

4
Brandon K. Gay
CRD#: 5826382
3120 Southwest Freeway |, Suite 500, Houston, TX 77098
93
Wealthminder
score

Brandon Gay (CRD# 5826382) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 7 years of experience in the finance industry.

5
Matthew Q. Holder
CRD#: 4164702
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Matthew Holder (CRD# 4164702) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 17 years of experience in the finance industry.

6
Elisia F. Pearson
CRD#: 3079710
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Elisia Pearson (CRD# 3079710) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 19 years of experience in the finance industry.

7
Jeff A. Peskin
CRD#: 4212220
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Jeff Peskin (CRD# 4212220) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 17 years of experience in the finance industry.

8
Martin B. Peskin
CRD#: 2797347
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Martin Peskin (CRD# 2797347) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 21 years of experience in the finance industry.

9
Frank M. Sarubbi
CRD#: 4188924
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Frank Sarubbi (CRD# 4188924) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 17 years of experience in the finance industry.

10
Suzette H. Tejeda
CRD#: 2575676
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Suzette Tejeda (CRD# 2575676) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

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