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Sovereign Wealth Office
Home
About
Private Wealth Management
Consulting Services
Family Office Services
Get Started
Home
About
Folder: Services
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Private Wealth Management
Consulting Services
Family Office Services
Get Started

Sovereign Wealth Office LLC  is registered investment adviser offering advisory services in the states of Florida and Georgia and in other jurisdictions where exempted. Registration does not imply any level of skill or training.Sovereign Wealth Office, LLC operates on a fee-only basis and does not receive commissions or sell proprietary products. Client assets are custodied at Charles Schwab & Co., Inc., a FINRA/SIPC. Sovereign Wealth does not take custody of client funds or securities. Investment products offered are not FDIC-insured, may lose value, and are not bank guaranteed.

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