← Back to searchVisit website
SOVEREIGN
SOVEREIGN WEALTH MANAGEMENT, LLC
CRD 314859
2740 CHAIN BRIDGE ROAD, SUITE 1, VIENNA, VA, 22181, United States
Phone
(703) 713-2954
Fax
(571) 210-5003
Registration
— (—)
Source
State registered
Total AUM
$70.7M
Discretionary AUM
$60.8M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)DIGITAL ASSET PORTFOLIO MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $36.6M |
| High net worth individuals | 16 | $27.9M |
| Pension/profit sharing plans | 7 | $6.2M |
All web addresses on file
- https://www.instagram.com/sovereignglobal.ru/
- https://www.linkedin.com/company/10862630/admin
- https://www.facebook.com/SovereignWealthManagementLLC/
- https://www.youtube.com/channel/UCWNA5E6m0L-Q85q5thg-EVw
- https://twitter.com/sovereignllc
- https://t.me/s/sovereignglobalru
- https://www.yelp.com/biz/sovereign-wealth-management-vienna-2
- https://sovereignglobal.ru/mass-media-about-us/
- https://www.sovereign.global
- https://www.facebook.com/SovereignWealthManagementRussia
- https://sovereign.global/financial-retirement-blog/
- https://sovereignglobal.digital/
- https://sovereignglobal.digital/blog/
- https://www.instagram.com/sovereign.global/
Official SEC filing: View on IAPD