SOVEREIGN WEALTH ADVISORS LLC
CRD #188524 SEC #801-98346 HOUSTON, TX 713-527-3400
SEC Registered
Total AUM
$607M
Discretionary
$567.7M
Employees
38
Clients
26
Accounts
1,870
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $607M | $567.7M | $39.3M | 38 | 5 |
| Mar 2025 | $607M | $567.7M | $39.3M | 38 | 5 |
| Jun 2024 | $547.4M | $509.3M | $38.1M | 40 | 5 |
| Mar 2024 | $547.4M | $509.3M | $38.1M | 40 | 5 |
| Jul 2023 | $548.4M | $513.5M | $34.9M | 30 | 5 |
| Mar 2023 | $548.4M | $513.5M | $34.9M | 30 | 5 |
| Mar 2022 | $388.3M | $347.9M | $40.4M | 25 | 953 |
| Mar 2021 | $326.5M | $278.9M | $47.6M | 25 | 1,200 |
| Jun 2020 | $284.4M | $242.1M | $42.3M | 25 | 1,319 |
| Jun 2020 | $284.4M | $242.1M | $42.3M | 25 | 1,319 |
| Jan 2020 | $258.5M | $252M | $6.5M | 27 | 1,241 |
| Jan 2020 | $258.5M | $252M | $6.5M | 27 | 1,241 |
| Mar 2019 | $258.5M | $252M | $6.5M | 27 | 1,241 |
| Mar 2018 | $232.3M | $232.3M | $0 | 30 | 1,161 |
| Apr 2017 | $119M | $116.1M | $2.9M | 28 | 600 |
| Mar 2016 | $118.7M | $106.7M | $12M | 25 | 600 |
| Oct 2015 | $100.6M | $89.7M | $10.9M | 21 | 0 |
| Jun 2015 | $0 | $0 | $0 | 21 | 0 |
| May 2015 | $0 | $0 | $0 | 28 | 0 |
DateApr 2025
Total AUM$607M
Discretionary$567.7M
Non-Disc.$39.3M
Employees38
Clients5
DateMar 2025
Total AUM$607M
Discretionary$567.7M
Non-Disc.$39.3M
Employees38
Clients5
DateJun 2024
Total AUM$547.4M
Discretionary$509.3M
Non-Disc.$38.1M
Employees40
Clients5
DateMar 2024
Total AUM$547.4M
Discretionary$509.3M
Non-Disc.$38.1M
Employees40
Clients5
DateJul 2023
Total AUM$548.4M
Discretionary$513.5M
Non-Disc.$34.9M
Employees30
Clients5
DateMar 2023
Total AUM$548.4M
Discretionary$513.5M
Non-Disc.$34.9M
Employees30
Clients5
DateMar 2022
Total AUM$388.3M
Discretionary$347.9M
Non-Disc.$40.4M
Employees25
Clients953
DateMar 2021
Total AUM$326.5M
Discretionary$278.9M
Non-Disc.$47.6M
Employees25
Clients1,200
DateJun 2020
Total AUM$284.4M
Discretionary$242.1M
Non-Disc.$42.3M
Employees25
Clients1,319
DateJun 2020
Total AUM$284.4M
Discretionary$242.1M
Non-Disc.$42.3M
Employees25
Clients1,319
DateJan 2020
Total AUM$258.5M
Discretionary$252M
Non-Disc.$6.5M
Employees27
Clients1,241
DateJan 2020
Total AUM$258.5M
Discretionary$252M
Non-Disc.$6.5M
Employees27
Clients1,241
DateMar 2019
Total AUM$258.5M
Discretionary$252M
Non-Disc.$6.5M
Employees27
Clients1,241
DateMar 2018
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees30
Clients1,161
DateApr 2017
Total AUM$119M
Discretionary$116.1M
Non-Disc.$2.9M
Employees28
Clients600
DateMar 2016
Total AUM$118.7M
Discretionary$106.7M
Non-Disc.$12M
Employees25
Clients600
DateOct 2015
Total AUM$100.6M
Discretionary$89.7M
Non-Disc.$10.9M
Employees21
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees28
Clients0