SOVEREIGN PRIVATE WEALTH, INC.

CLEARWATER, Florida·1 registered advisor·CRD# 151419
SEC# 801-70589727-784-4841
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Other: REFERRAL FEES FOR SELECTION OF OTHER ADVISORS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SOVEREIGN PRIVATE WEALTH, INC.

1 registered advisor
Gregory James Adams
CLEARWATER, Florida
CFP
05

Office Locations

CLEARWATER, Florida
1 advisor

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Data sourced from SEC Form ADV filings. SOVEREIGN PRIVATE WEALTH, INC. (CRD# 151419) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.