{
  "crd_number": 339635,
  "slug": "sovereign-wealth-office-llc-339635",
  "primary_business_name": "SOVEREIGN WEALTH OFFICE LLC",
  "legal_name": "SOVEREIGN WEALTH OFFICE LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-02-05",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-22",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA"
  ],
  "websites": [
    "https://facebook.com/people/Sovereign-Wealth-Office/61574742587547",
    "https://linkedin.com/company/sovereign-wealth-office",
    "https://sovereignwealthoffice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339635",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sovereign-wealth-office-llc-339635",
  "display_name": "Sovereign Wealth Office LLC",
  "summary": "Sovereign Wealth Office LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.",
  "citation": "AdvisorCensus. Sovereign Wealth Office LLC (CRD 339635): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sovereign Wealth Office LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sovereign Wealth Office LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Sovereign Wealth Office LLC registered with the SEC or a state?",
      "a": "Sovereign Wealth Office LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339635."
    },
    {
      "q": "How much does Sovereign Wealth Office LLC manage?",
      "a": "Sovereign Wealth Office LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 22, 2026."
    },
    {
      "q": "Does Sovereign Wealth Office LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339635"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sovereign-wealth-office-llc-339635.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339635",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}