A complete list of active advisors currently associated with Sovereign Wealth Office LLC
Warmer can help you find a great advisor at Sovereign Wealth Office LLC or one who fits your needs even better.
The firm provides wealth management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and corporate or business clients. Services include ongoing and project‑based financial planning, investment management for individual accounts, non‑trustee advice on trust assets, and advisory support for corporate treasury and cash‑management functions. Investment work is tailored around an individual investment policy and target asset allocation, using a mix of passive and active strategies and a range of analytical approaches (fundamental, technical, cyclical, and charting). The firm may manage accounts on a discretionary or non‑discretionary basis, recommend or engage outside managers, and consider a broad set of instruments including stocks, bonds, mutual funds, ETFs, digital assets, and alternative investments. Notably, the firm intends to provide portfolio management for pooled investment vehicles and for institutional clients (including corporate treasury work), services that are uncommon among independent solo advisers. The firm was formed in late 2025 and registered in 2026, reported no AUM as of February 3, 2026, operates on a fee‑only basis, and its sole principal holds the CFA charter and has prior portfolio management experience.
To learn more about the advisors currently working at Sovereign Wealth Office LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Augustine, FL
| 3
|
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