Sovereign Wealth Advisors LLC
Sovereign Wealth Advisors LLC (CRD# 188524) is a financial advisory firm headquartered in Houston, TX. They manage $547,404,211 in 1,393 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management547MILLION
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Total Number of Accounts1,393ACCOUNTS
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Average Account Value$392,968
- 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
- Pension consulting services
- Educational seminars/workshops
FL, LA, TX
Russell Gebhard (CRD# 2031101) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 31 years of experience in the finance industry.
Matthew Holder (CRD# 4164702) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 23 years of experience in the finance industry.
Robert Lee (CRD# 1363282) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 29 years of experience in the finance industry.
Stephen McHale (CRD# 2864314) 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.
Elisia Pearson (CRD# 3079710) 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.
Jeff Peskin (CRD# 4212220) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 23 years of experience in the finance industry.
Martin Peskin (CRD# 2797347) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 27 years of experience in the finance industry.
Stephen Petty (CRD# 4618747) 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.
Frank Sarubbi (CRD# 4188924) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 23 years of experience in the finance industry.
Teresa Theobald (CRD# 4836785) 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.