Sovereign Investment Advisors LLC

CRD 149040 · Phoenix, AZ · $3.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 149040
SEC number: 801-80942
Firm type: RIA
Assets under management: $3.3B as of Jun 4, 2026
Website: www.sovereigninvestmentadvisors.com ↗
Phone: 480-385-2850
Address: 3930 E Ray Road Suite 170, Phoenix, AZ, 85044

Advisors at this firm

6 in our index · page 1 of 1

Michael Benjamin AssamCRD 4314139 · Hideout, UT

IA Registered
Todd Coleman EarlyCRD 5659698 · Midolthian, VA

IA Registered
Matthew Patrick EdenCRD 4197510 · Phoenix, AZ

IA Registered
Charles Victor FreemontCRD 4052394 · Portland, OR

IA RegisteredRegistration inactive

Disclosure event(s) on record
Tresten Dzatsinna JosephCRD 7257463 · Tempe, AZ

IA Registered
Courtney Alexander MonteiroCRD 5184232 · Phoenix, AZ

IA Registered

Source & corrections

Where this page comes from

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