S
$61.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
0 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2026
- Office Locations
- 1
Office Locations
426 7TH AVE South NEW Rockford ND
About Sovereign Wealth Partners, LLC
Sovereign Wealth Partners, LLC is a NEW Rockford-based RIA. The firm has been operating for 0 years. Managing $61.5M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$30.8M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
0.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nadia Adnan Al-dayel
--
- CRD
- #8140115
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ADNAN QASIM ALDAYEL
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- CRD
- #2828838
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | -- |
| Non-Discretionary | $58,000,000 | -- |
| Total | $61,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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