RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 15, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
GEBHARD, RUSSELL, THOMASICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control

Registrations

Federal

IA
Apr 15, 2025 REGISTERED

Notice Filings (3)

FL LA TX

Address

3120 SOUTHWEST FRWY
SUITE 500
HOUSTON, TX 77098
United States
Phone: 713-527-3400