SOVEREIGN WEALTH ADVISORS LLC

HOUSTON, Texas·1 registered advisor·CRD# 188524
SEC# 801-983461713-527-3400
01

Firm Overview

AUM
$547M
Regulatory assets under management
Employees
40
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOVEREIGN WEALTH ADVISORS LLC

1 registered advisor
Russell Thomas Gebhard
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. SOVEREIGN WEALTH ADVISORS LLC (CRD# 188524) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.