RIA Intel›Advisers›Wyoming›SOVEREIGN ASSET ADVISORS LLC

SOVEREIGN ASSET ADVISORS LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$192K

across 12 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

REGATTA FINANCIAL LLC

$2M

NET INCOME LLC

CHEYENNE, WY

$2M

HOWARD-MARTIN CAPITAL GROUP, LLC

$2M

CONSTANT CASHFLOW, LLC

$1M

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

JACKSON, WY

$5M

EQUITY FINANCIAL MANAGEMENT

$5M

Get the full picture on SOVEREIGN ASSET ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SOVEREIGN ASSET ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans