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).

Current Firm Details
3120 Southwest Frwy, Suite 500, Houston, TX 77098
http://www.sovereignwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    1,393
    ACCOUNTS
  • Average Account Value
    $392,968
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
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Sovereign Wealth Advisors LLC
Showing 21 - 23 of 23 top financial advisors.
21
William Vaseliades, financial advisor Houston TX
William L. Vaseliades
CRD#: 2083637
3120 Southwest Frwy, Suite 500, Houston, TX 77098

William Vaseliades (CRD# 2083637) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 33 years of experience in the finance industry.

22
Paul Wobbe, financial advisor Houston TX
Paul L. Wobbe
CRD#: 1422275
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Paul Wobbe (CRD# 1422275) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 38 years of experience in the finance industry.

23
Douglas Yauger, financial advisor Houston TX
Douglas B. Yauger
CRD#: 4547219
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Douglas Yauger (CRD# 4547219) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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