RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 16, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF COMPLIANCE OFFICERE Control
ADAMS, GREGORY, JAMESICHIEF EXECUTIVE OFFICERE Control

Registrations

Federal

IA
May 16, 2012 REGISTERED

Notice Filings (1)

FL

Address

28050 U. S. HIGHWAY 19 N.
CLEARWATER, FL 33761
United States
Phone: 727-784-4841