Sovereign Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,500,000
Clients
8
Advisors
2
of 2 employees
About
Sovereign Wealth Partners is a fee‑based registered investment adviser that provides discretionary and non‑discretionary asset management, financial planning, and ERISA 3(21) retirement‑plan services. The firm’s brochure lists clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and its practice is oriented toward a limited set of plan and institutional relationships rather than retail individual or high‑net‑worth households.
The firm’s investment process uses Modern Portfolio Theory alongside fundamental and technical analysis, documents objectives in client Investment Policy Statements, and delivers financial plans within 30 days of receiving required materials. Account reviews are performed at least quarterly (with more frequent reviews for market or life‑event triggers), and the firm manages accounts both with discretionary trading authority and on a non‑discretionary basis requiring prior client approval.
Distinctive features include a small advisory team with advanced academic backgrounds and ongoing outside business activities — principals hold doctoral‑level credentials and operate an associated research/policy business and other commercial enterprises — while serving a concentrated set of client relationships. The brochure also discloses that the firm does not vote client proxies (clients receive proxy materials directly), does not engage in soft‑dollar arrangements, and reports no external compensation from securities sales.
Client services
Expertise
Fee options
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)
Main office
426 7th Ave South
New Rockford ND 58356-2112
Advisors at this office
2
Most active in
North Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
Advisors at this firm
Adnan A
Series 63, Series 65
New Rockford, ND
Sovereign Wealth Partners, LLC
Adnan 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.
Nadia A
Series 63, Series 65
New Rockford, ND
Sovereign Wealth Partners, LLC
Nadia Al Dayel is an advisor at Sovereign Wealth Partners, LLC, holding Series 63 and Series 65 licenses with less than one year of industry experience. Her prior work includes roles at Wealth Plus of the Dakotas, Inc. and the U.S. Department of Labor, among others. Sovereign Wealth Partners is a fee-based registered investment adviser that serves pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a disciplined investment approach combining Modern Portfolio Theory with fundamental and technical analysis and focuses on a concentrated set of plan and institutional clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)