SOVEREIGN PRIVATE WEALTH, INC.
CRD #151419 SEC #801-70589 CLEARWATER, FL 727-784-4841
SEC Registered
Total AUM
$31.2M
Discretionary
$24.5M
Employees
1
Clients
1
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $31.2M | $24.5M | $6.7M | 1 | 117 |
| Aug 2012 | $31.2M | $24.5M | $6.7M | 1 | 117 |
| May 2012 | $31.2M | $24.5M | $6.7M | 1 | 117 |
| Apr 2012 | $31.2M | $24.5M | $6.7M | 1 | 117 |
| Mar 2012 | $31.2M | $24.5M | $6.7M | 1 | 117 |
| May 2011 | $20.3M | $10.5M | $9.8M | 5 | -- |
| Mar 2010 | $5.7M | $5M | $677.3K | 5 | -- |
| Oct 2009 | $66.3M | $31.1M | $35.2M | 5 | -- |
DateAug 2012
Total AUM$31.2M
Discretionary$24.5M
Non-Disc.$6.7M
Employees1
Clients117
DateAug 2012
Total AUM$31.2M
Discretionary$24.5M
Non-Disc.$6.7M
Employees1
Clients117
DateMay 2012
Total AUM$31.2M
Discretionary$24.5M
Non-Disc.$6.7M
Employees1
Clients117
DateApr 2012
Total AUM$31.2M
Discretionary$24.5M
Non-Disc.$6.7M
Employees1
Clients117
DateMar 2012
Total AUM$31.2M
Discretionary$24.5M
Non-Disc.$6.7M
Employees1
Clients117
DateMay 2011
Total AUM$20.3M
Discretionary$10.5M
Non-Disc.$9.8M
Employees5
Clients--
DateMar 2010
Total AUM$5.7M
Discretionary$5M
Non-Disc.$677.3K
Employees5
Clients--
DateOct 2009
Total AUM$66.3M
Discretionary$31.1M
Non-Disc.$35.2M
Employees5
Clients--