Sovereign Wealth Advisors Revenue

Financial Services • Houston, Texas, United States • 21-50 Employees

Sovereign Wealth Advisors revenue & valuation

Annual revenue	$4,050,822
Revenue per employee	$156,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,000,000
Total funding	No funding

Key Contact at Sovereign Wealth Advisors

Rusty Gebhard

Ceo | Founder, Managing Director

Company overview

Headquarters	3120 Southwest Freeway, Suite 500, Houston, Texas 77098, US
Phone number	+17135273400
Websites	sovereigngrp.com sovereignwealthadvisors.com swealthadvisors.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Insurance, Financial Planning, Investment Management
Founded	2005
Employees	21-50
Socials

Sovereign Wealth Advisors Email Formats

Sovereign Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	45.6%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	22.3%
{first name}@company.com	john@company.com	15.1%
{first name}{last name}@company.com	johndoe@company.com	9.8%
{first name}_{last name}@company.com	john_doe@company.com	7.2%

About Sovereign Wealth Advisors

Sovereign Wealth Advisors, LLC serves clients nationwide and across Texas who include high net-worth individuals, families, and corporations. The firm’s team of wealth consultants provide experienced financial assistance on retirement planning, education planning and investment management. With the client as its sole focus, the firm operates under the goal of protecting client assets and interests with integrity and objectivity. The advisors are not commission based, tied to quotas, or responsible for pushing proprietary products. For more information, visit www.sovereigngrp.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.FINRA.org/www.SIPC.org). Investment advice offered through Sovereign Wealth Advisors, LLC, a registered investment advisor. Sovereign Wealth Advisors, LLC and Sovereign Coast Wealth Advisors, LLC, are separate entities from LPL Financial. The financial professionals associated with Sovereign Wealth Advisors, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.sovereigngrp.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Vice President

Entry

C-Suite

Employees by Department

Sovereign Wealth Advisors has 17 employees across 4 departments.

Departments

Number of employees

Funding Data

Sovereign Wealth Advisors has never raised funding before.

Frequently asked questions

Sovereign Wealth Advisors is located in Houston, Texas, US.

You can reach Sovereign Wealth Advisors at +17135273400.

Sovereign Wealth Advisors generates an estimated annual revenue of $4,050,822. This revenue figure reflects the company's market position and business performance in its industry.

Sovereign Wealth Advisors has an estimated valuation of $13,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sovereign Wealth Advisors was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Sovereign Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sovereign Wealth Advisors

Rusty Gebhard

Ceo | Founder, Managing Director

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