SOVEREIGN WEALTH ADVISORS, INC.

BELLEVUE, Washington·3 registered advisors·CRD# 140639
SEC# 801-668390425-289-4222
01

Firm Overview

AUM
$339M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SOVEREIGN WEALTH ADVISORS, INC.

3 registered advisors
Scott Allen Sheffield
BELLEVUE, Washington
Sharon Lailey
BELLEVUE, Washington
Tara Esther Johnson
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
3 advisors

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Data sourced from SEC Form ADV filings. SOVEREIGN WEALTH ADVISORS, INC. (CRD# 140639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.