Sovereign Wealth Advisors LLC

Firm record

As recorded in SEC IAPD

Firm CRD

188524

SEC number

801-98346

Firm type

RIA

Assets under management

$625.1M as of Mar 31, 2026

Website

www.sovereignwealthadvisors.com ↗

Phone

713-527-3400

Address

3120 Southwest Frwy, Houston, TX, 77098

Advisors at this firm

23 in our index · page 1 of 1

• Tomiko Reyelle ArthurCRD 4192549 · Houston, TX
  IA Registered
• Stephen Scott BarberCRD 4617523 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• William Milton BevillCRD 827161 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Bradley Alan BowmanCRD 2898756 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• John Allen BlairCRD 6752866 · Houston, TX
  IA RegisteredBroker
• Rodolfo G ChoperenaCRD 2107438 · San Antonio, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Alexander DixonCRD 2105545 · Houston, TX
  IA RegisteredBroker
• Daniel Hamilton EatonCRD 4623829 · Houston, TX
  IA RegisteredBroker
• Phillip Morgan EvansCRD 1799026 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Lawrence FahyCRD 203808 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon Keith GayCRD 5826382 · Houston, TX
  IA RegisteredBroker
• Russell Thomas GebhardCRD 2031101 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Quinn HolderCRD 4164702 · Houston, TX
  IA RegisteredBroker
• Stephen John MchaleCRD 2864314 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeff Alan PeskinCRD 4212220 · Houston, TX
  IA RegisteredBroker
• Martin B PeskinCRD 2797347 · Houston, TX
  IA RegisteredBroker
• Stephen M PettyCRD 4618747 · Houston, TX
  IA RegisteredBroker
• Frank M. SarubbiCRD 4188924 · Houston, TX
  IA RegisteredRegistration inactive
• Walter Eugene TheobaldCRD 1235214 · Porter, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Teresa Michele TheobaldCRD 4836785 · Houston, TX
  IA RegisteredBroker
• William Lee VaseliadesCRD 2083637 · Houston, TX
  IA RegisteredBroker
• Paul Lawrence WobbeCRD 1422275 · Houston, TX
  IA RegisteredBroker
• Douglas Buchanan YaugerCRD 4547219 · Houston, TX
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.