Sovereign Wealth Advisors LLC

Sovereign Wealth Advisors LLC (CRD# 188524) is a financial advisory firm headquartered in Houston, TX. They manage $118,686,579 in 644 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
    644
    ACCOUNTS
  • Average Account Value
    $184,296
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 - 6 of 6 top financial advisors.
1
Paul A. Dickens
CRD#: 2620396
3120 Southwest Frwy, Suite 500, Houston, TX 77098
93
Wealthminder
score

Paul Dickens (CRD# 2620396) 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.

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 25 years of experience in the finance industry.

3
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 6 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
Judith A. Myers
CRD#: 2050001
3120 Southwest Frwy, Suite 500, Houston, TX 77098
83
Wealthminder
score

Judith Myers (CRD# 2050001) 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.

6
Marcus Jasso
CRD#: 4312112
3120 Southwest Frwy, Suite 500, Houston, TX 77098
71
Wealthminder
score

Marcus Jasso (CRD# 4312112) 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.

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