Sovereign Wealth Advisors LLC
● SEC registered since 2015CRD 188524SEC# 801-98346Houston, TX
Reg. AUM
$625.1M
Employees
35
Accounts
1,892
Location
Houston, TX
Sovereign Wealth Advisors LLC assets under management
Sovereign Wealth Advisors LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2015. It reports $625.1 million in regulatory assets under management and employs 35 people.
Sovereign Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Russell Thomas Gebhard Control | Chief Compliance Officer And Managing Member | Over 75% | 2015 |
Frequently asked questions
How much does Sovereign Wealth Advisors LLC manage?
Sovereign Wealth Advisors LLC reports $625.1 million in regulatory assets under management on its Form ADV.
How many employees does Sovereign Wealth Advisors LLC have?
Sovereign Wealth Advisors LLC reports 35 employees.
Where is Sovereign Wealth Advisors LLC located?
Sovereign Wealth Advisors LLC is based in Houston, TX and has been SEC-registered since 2015.
Does Sovereign Wealth Advisors LLC disclose fund performance?
Sovereign Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3120 Southwest Frwy, Suite 500, Houston, TX 77098 |
| Phone | 713-527-3400 |
| Fax | 713-627-2227 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$625.1M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$625.1Mregulatory AUM
Discretionary $581.9MNon-discretionary $43.2M