Investment adviser · CRD 151419

SOVEREIGN PRIVATE WEALTH, INC.

Investment adviser filing (IA)

CLEARWATER, FL, United States · Form ADV filed Aug 22, 2012

Regulatory AUM
$31.2M
Form ADV · Item 5.F
Client accounts
199
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

13575 58TH STREET, N SUITE 224
CLEARWATER, FL, 33760, United States

CRD 151419

Filing source

Form ADV 663700 · Aug 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.