CRD: 188524
Sovereign Wealth Advisors LLC
$625.1M Total AUM
$581.9M Disc. AUM
-- 3Y CAGR
35 Employees
1,280 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2015
- Office Locations
- 3
Office Locations
23021 Volga Drive Porter TX
24 Greenway Plaza Suite 1895 Houston TX
-- SAN Antonio TX
About Sovereign Wealth Advisors LLC
Sovereign Wealth Advisors LLC is a Houston-based RIA with 3 offices. The firm has been operating for 11 years. Managing $625.1M in total assets under management, with 35 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
53 AVG AGE
$17.9M AVG AUM / ADVISOR
$488.4K AVG AUM / CLIENT
5.7 yrs AVG TENURE
35 Employees
35 Advisory Reps
35 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
RUSSELL THOMAS GEBHARD
Chief Compliance Officer, Managing Member
- CRD
- #2031101
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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TOMIKO REYELLE ARTHUR
--
- CRD
- #4192549
Available
Available
Available
S
STEPHEN SCOTT BARBER
--
- CRD
- #4617523
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $581,877,324 | $319,012 |
| Non-Discretionary | $43,236,581 | $635,832 |
| Total | $625,113,905 | $330,398 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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