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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About Sovereign
Sovereign Wealth Management is a DC-metro RIA providing comprehensive financial planning and portfolio management for high-net-worth individuals, families, and business owners, with support across retirement, estate, and risk management. Led by Gary Korolev, CFA (ex Morgan Stanley/Merrill/Schwab), the firm offers annual portfolio manager reviews and works with platforms such as Charles Schwab, Interactive Brokers, Pontera, and CAIS.
Team overview
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Accredited Investors
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Owner & Executives
GARY ALEXANDER KOROLEV
Chief Compliance Officer, Managing Member
- CRD
- #4806051
- Ownership
- 75% or more
Alaina Lauren George
Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,805,255 | -- |
| Non-Discretionary | $9,930,486 | -- |
| Total | $70,735,741 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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