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Sovereign Wealth Advisors, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

Sovereign Wealth Advisors, LLC is a financial services firm headquartered in Houston, Texas, serving clients across Texas and nationwide. The client base includes high net-worth individuals, families, and corporations, with services that cover retirement planning, education planning, and investment management. The firm emphasizes a client-focused approach based on integrity and objectivity, with advisors who are not commission-based, not tied to quotas, and not pushing proprietary products. Securities are offered through LPL Financial (member FINRA/SIPC), while investment advice is provided by Sovereign Wealth Advisors, LLC as a registered investment advisor; Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC are separate entities from LPL Financial. With 11-50 employees and reported revenue in the range of $25 million to $50 million, the firm maintains a website at sovereigngrp.com and notes that its professionals may discuss or transact business only with residents of states in which they are properly registered, with the list of states available on the site.

Find Sovereign Wealth Advisors, LLC employees' phone numbers or email addresses

Sovereign Wealth Advisors, LLC Global Highlights

Location
Employees

North America
42

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  • United States Of America
    42

Sovereign Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    R. G.
    Ceo | Founder, Managing Director
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    Mobile Phone
  • Stylized image of a person
    J. D.
    Vice President - Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. E.
    Vice President Wealth Consultant
    Phone icon
    Mobile Phone
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    F. S.
    Vice President Wealth Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. D.
    Senior Vice President, Branch Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Vp/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Associate Vice President Of Client Engagement
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    Mobile Phone
  • Stylized image of a person
    C. F.
    Senior Vice President
    Phone icon
    Mobile Phone

Sovereign Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Accounting
  • Business
  • Community & Social Services
  • Other

Contact profiles from Sovereign Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. M.
    Director
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. L.
    Recruiter, State Of Texas
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. P.
    Senior Vice President, Wealth Advisor At Sovereign Wealth Advisors, Llc
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 17, 2026
  • Stylized image of a person
    D. B.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Sovereign Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconSovereign Wealth Advisors, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 3120 Southwest Freeway Suite 500 Houston, Texas United States; you can contact the main corporate office by phone at
+1-713-527-****
. Explore Sovereign Wealth Advisors, LLC's company overview page for more information.

What is Sovereign Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconSovereign Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sovereign Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Sovereign Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconSovereign Wealth Advisors, LLC has approximately 26 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Sovereign Wealth Advisors, LLC's key employees and leadership?

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As of June 2026, Sovereign Wealth Advisors, LLC's key employees include:

  • Ceo | Founder, Managing Director: R. G.
  • Vice President - Wealth Advisor: J. D.
  • Vice President Wealth Consultant: D. E.
  • Vice President Wealth Consultant: F. S.
  • Senior Vice President, Branch Operations Manager: P. D.

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