Sovereign Private Wealth Revenue

Financial Services • Greenville, South Carolina, United States • 1-10 Employees

Sovereign Private Wealth revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Sovereign Private Wealth

Will Hines

Managing Partner | Director of Financial Planning

Company overview

Headquarters	21 Augusta St, Greenville, South Carolina 29601, US
Phone number	+18645015108
Website	sovereignpw.com
NAICS	52
Keywords	Investment Planning, Financial Planning, Legacy Planning, Biblically Responsible Investing, Biblical Stewardship, Company Benefits Planning
Founded	2017
Employees	1-10

Sovereign Private Wealth Email Formats

Sovereign Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@sovereignpw.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@sovereignpw.com	50%
{first name}	john@sovereignpw.com	50%

About Sovereign Private Wealth

Based in upstate South Carolina, Sovereign Private Wealth was founded in 2017 to help people be good stewards of everything they've been entrusted with. Sovereign Private Wealth offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

Funding Data

Sovereign Private Wealth has never raised funding before.

Sovereign Private Wealth Tech Stack

Discover the technologies and tools that power Sovereign Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Vimeo

Video players

jQuery Mobile

Mobile frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Divi

Page builders

Frequently asked questions

Sovereign Private Wealth is located in Greenville, South Carolina, US.

You can reach Sovereign Private Wealth at +18645015108.

Sovereign Private Wealth generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Sovereign Private Wealth has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sovereign Private Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Sovereign Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sovereign Private Wealth

Will Hines

Managing Partner | Director of Financial Planning

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