Insights

Niche Market Focus Sovereign Wealth Advisors primarily targets high net-worth individuals, families, and corporate clients across Texas and nationwide, indicating a potential opportunity to offer specialized wealth management solutions tailored to affluent clients.

Independent Advice The firm’s advisors operate on a fee-only basis without commissions or proprietary product sales, suggesting a strong positioning for offering unbiased, consultative financial services, and presenting a chance to enhance transparency-focused investment offerings.

Revenue Scale With annual revenues between 25 and 50 million dollars and a relatively small team, there is potential to expand cross-selling of premium services or digital financial tools to deepen client relationships and foster growth.

Digital Presence Utilizing modern tech stacks including WordPress, Google Analytics, and social media platforms, the firm has a foundation for digital marketing expansion and outreach efforts targeted at affluent demographics.

Market Competition Operating in a competitive landscape alongside industry giants like Charles Schwab and Fidelity, there is an opportunity to leverage personalized, boutique-style services to differentiate and attract clients seeking tailored wealth solutions.

Sovereign Wealth Advisors, LLC Tech Stack

Sovereign Wealth Advisors, LLC uses 8 technology products and services including Gravatar, WordPress, Twemoji, and more. Explore Sovereign Wealth Advisors, LLC's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Twitter
    Widgets

Media & News

Sovereign Wealth Advisors, LLC's Email Address Formats

Sovereign Wealth Advisors, LLC uses at least 2 format(s):
Sovereign Wealth Advisors, LLC Email FormatsExamplePercentage
First.Last@lpl.comJohn.Doe@lpl.com
91%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%
FirstLast@lpl.comJohnDoe@lpl.com
1%
Last.First@lpl.comDoe.John@lpl.com
1%
FLast@sovereigngrp.comJDoe@sovereigngrp.com
76%
First.Last@sovereigngrp.comJohn.Doe@sovereigngrp.com
16%
F.Last@sovereigngrp.comJ.Doe@sovereigngrp.com
5%
Last@sovereigngrp.comDoe@sovereigngrp.com
3%

Frequently Asked Questions

Where is Sovereign Wealth Advisors, LLC's headquarters located?

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Sovereign Wealth Advisors, LLC's main headquarters is located at 3120 Southwest Freeway, Suite 500. The company has employees across 1 continents, including North America.

What is Sovereign Wealth Advisors, LLC's phone number?

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You can contact Sovereign Wealth Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sovereign Wealth Advisors, LLC's official website and social media links?

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Sovereign Wealth Advisors, LLC's official website is sovereigngrp.com and has social profiles on LinkedIn.

What is Sovereign Wealth Advisors, LLC's NAICS code?

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Sovereign Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Sovereign Wealth Advisors, LLC have currently?

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As of December 2025, Sovereign Wealth Advisors, LLC has approximately 26 employees across 1 continents, including North America. Key team members include Ceo | Founder, Managing Director: R. G.Chief Marketing Officer: D. F.Vice President - Wealth Advisor: J. D.. Explore Sovereign Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Sovereign Wealth Advisors, LLC belong to?

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Sovereign Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Sovereign Wealth Advisors, LLC use?

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Sovereign Wealth Advisors, LLC's tech stack includes GravatarWordPressTwemojijQueryModernizrPHPGoogle AnalyticsTwitter.

What is Sovereign Wealth Advisors, LLC's email format?

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Sovereign Wealth Advisors, LLC's email format typically follows the pattern of First.Last@lpl.com. Find more Sovereign Wealth Advisors, LLC email formats with LeadIQ.

When was Sovereign Wealth Advisors, LLC founded?

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Sovereign Wealth Advisors, LLC was founded in 2005.

Sovereign Wealth Advisors, LLC

Financial ServicesTexas, United States11-50 Employees

Sovereign Wealth Advisors, LLC serves clients nationwide and across Texas who include high net-worth individuals, families, and corporations. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. For more information, visit www.sovereigngrp.com. 

Securities offered through LPL Financial. Member FINRA/SIPC (www.FINRA.org/www.SIPC.org). 

Investment advice offered through Sovereign Wealth Advisors, LLC, a registered investment advisor. Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC, are separate entities from LPL Financial.

The financial professionals associated with Sovereign Wealth Advisors, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.sovereigngrp.com.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
3120 Southwest Freeway, Suite 500
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Sovereign Wealth Advisors, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sovereign Wealth Advisors, LLC's revenue is estimated to be in the range of $25M$50M

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