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SOVEREIGN WEALTH ADVISORS LLC

HOUSTON, TX · CRD 188524 · IAPD ↗ · sovereignwealthadvisors.com · 713-527-3400

$625.1MRegulatory AUM
35Advisory reps
35Employees
5Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — SOVEREIGN WEALTH ADVISORS LLC grew from 30 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.