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Sovereign Wealth
Sovereign Wealth is an SEC-registered investment adviser in Houston, TX, registered since 2015. The firm manages $625 million in assets, with $582 million on a...
Sovereign Wealth
Sovereign Wealth is an SEC-registered investment adviser in Houston, TX, registered since 2015. The firm manages $625 million in assets, with $582 million on a discretionary basis. It has 35 employees and 35 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
Europe
Country
United Kingdom
City
Houston
Corporate office
Leeds, United Kingdom
Frequently asked questions
What is Sovereign Wealth's known posture on direct vs. advised mandates?
No public record confirms whether the firm runs in-house discretionary models or relies solely on adviser-as-agent execution. Most comparable UK wealth managers in the Leeds market offer both discretionary and advisory mandates, with assets custodied on platforms such as Transact or Quilter. The firm has not published a specific statement on its approach.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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