RIA Intel›Advisers›Maryland›SOVEREIGN FINANCIAL SERVICES, LLC

SOVEREIGN FINANCIAL SERVICES, LLC

Advisory

PHOENIX, MD

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in MD

#377

of 468 advisers by AUM

Average account

$210K

across 439 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$92M

Discretionary %

100%

Clients

145

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients145

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMD, PA

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.

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Owners & Officers

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

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Client Demographics

145 clients

30 high-net-worth

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

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Advisers of similar size in MD

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

ITHAKA FINANCIAL PLANNING, LLC

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MERINGOFF WEALTH MANAGEMENT GROUP, LLC

$92M

ALIKOS WEALTH MANAGEMENT, LLC

BETHESDA, MD

$93M

CRABB FINANCIAL STRATEGIES, INC.

FREDERICK, MD

$91M

0.0% 1Y

NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.

TOWSON, MD

$93M

+31.1% 1Y

BRIDGEWATER FINANCIAL MANAGEMENT LLC

BETHESDA, MD

$93M

+56.3% 1Y

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