Sovereign Wealth Advisors, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

Sovereign Wealth Advisors, LLC is a financial services firm headquartered in Houston, Texas, serving clients across Texas and nationwide. The client base includes high net-worth individuals, families, and corporations, with services that cover retirement planning, education planning, and investment management. The firm emphasizes a client-focused approach based on integrity and objectivity, with advisors who are not commission-based, not tied to quotas, and not pushing proprietary products. Securities are offered through LPL Financial (member FINRA/SIPC), while investment advice is provided by Sovereign Wealth Advisors, LLC as a registered investment advisor; Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC are separate entities from LPL Financial. With 11-50 employees and reported revenue in the range of $25 million to $50 million, the firm maintains a website at sovereigngrp.com and notes that its professionals may discuss or transact business only with residents of states in which they are properly registered, with the list of states available on the site.

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