Insights

High-net-worth Focus Sovereign Wealth Advisors specializes in serving high net-worth individuals, families, and corporations across Texas and nationwide, indicating a strong market for premium financial planning and customized wealth management solutions.

Independent Advisory Advantage The firm's advisors operate on a fee-only basis without commissions or proprietary product sales, emphasizing objective, personalized financial advice—an appealing value proposition for clients seeking impartial investment guidance.

Revenue Growth Potential With an estimated revenue between 25 and 50 million dollars and a relatively small team of 11-50 employees, the company has room to expand its client base and increase revenue through targeted outreach and enhanced service offerings.

Technology Integration Utilizing tools like Google Analytics, WordPress, and social media platforms suggests the firm values digital engagement and online presence, presenting opportunities to leverage these channels for client acquisition and increased brand visibility.

Market Differentiation Compared to larger competitors like Charles Schwab and Goldman Sachs, Sovereign Wealth Advisors' customized, independent approach can be emphasized to attract clients seeking more tailored, conflict-free financial advice, opening doors for strategic marketing and partnerships.

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?

Minus sign iconPlus sign icon
Sovereign Wealth Advisors, LLC's main headquarters is located at 3120 Southwest Freeway Suite 500 Houston, Texas 77098 United States. The company has employees across 1 continents, including North America.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

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

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

Minus sign iconPlus sign icon
As of March 2026, Sovereign Wealth Advisors, LLC has approximately 26 employees across 1 continents, including North America. Key team members include Ceo | Founder, Managing Director: R. G.Vice President - Wealth Advisor: J. D.Vice President And Lpl Financial Advisor: M. P.. Explore Sovereign Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Sovereign Wealth Advisors, LLC belong to?

Minus sign iconPlus sign icon
Sovereign Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Sovereign Wealth Advisors, LLC use?

Minus sign iconPlus sign icon
Sovereign Wealth Advisors, LLC's tech stack includes GravatarWordPressTwemojijQueryModernizrPHPGoogle AnalyticsTwitter.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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 Houston, Texas 77098 United States
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.