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Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
New Rockford, ND 58356-2112
Sovereign Wealth Partners, LLC
Supported
Total advisors
2Clients per advisor
4 Very LowAvg AUM per client
$437,500 LowHNW client ratio
0% Very LowAdnan Aldayel is a financial advisor with Sovereign Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wealth Plus of the Dakotas, SECURITIES AMERICA, Inc., and Capital Financial Services, Inc. Outside of his advisory work, he is the owner and president of Dakota Halal, Inc., a specialty meat processing and marketing business, and also owns UC Thermal Imaging Testing, a thermal imaging services company. Sovereign Wealth Partners is a fee-based registered investment adviser serving pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm applies Modern Portfolio Theory along with fundamental and technical analysis, providing both discretionary and non-discretionary asset management and financial planning services to a focused set of institutional clients.
Based on Sovereign Wealth Partners, LLC
Based on Sovereign Wealth Partners, LLC
ERISA plan services financial planning fixed fee ranging from $500 to $2,000 based on complexity
$0 - $100,000: 1.25% annually (maximum; negotiable) $100,001 - $500,000: 1.00% annually (maximum; negotiable) $500,001 - $1,000,000: 0.80% annually (maximum; negotiable) $1,000,001 - $2,000,000: 0.50% annually (maximum; negotiable) $2,000,001+: 0.40% annually (maximum; negotiable)
$125 per hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Financial planning at $125/hour; ERISA plan financial planning hourly at $125/hour or fixed fee $500-$2,000 (negotiable)
New Rockford, ND
426 7th Ave South
New Rockford ND 58356-2112
Advisors at this office
2
North Dakota
29 years of industry experience
Sovereign Wealth Partners, LLC
2026 - Present • 1 year
New Rockford, ND
Wealth Plus of the Dakotas, Inc.
2026 - 2026 • 1 year
New Rockford, ND
Wealth Plus of the Dakotas, Inc.
2020 - 2025 • 5 years
New Rockford, ND
SECURITIES AMERICA, inc.
2019 - 2020 • 1 year
New Rockford, ND
UC Thermal Imaging and Testing
2017 - Present • 9 years
New Rockford, ND
Aldayel Financial Services, LLC
2012 - Present • 14 years
New Rockford, ND
Capital Financial Services, Inc.
2002 - 2019 • 17 years
Minot, ND
Dakota Halal Inc
2000 - Present • 26 years
New Rockford, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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