SOVEREIGN WEALTH PARTNERS, LLC

SOVEREIGN WEALTH PARTNERS, LLC of NEW ROCKFORD, ND is an SEC-registered investment adviser (CRD 342625). Regulatory assets under management: $61.5M.

Registration

• CRD: 342625
• Type: Registered investment adviser
• Location: 426 7TH AVE SOUTH, NEW ROCKFORD, ND, 58356-2112
• Phone: 701-947-2091
• Latest filing: 2026-07-03
• Regulatory AUM: $61.5M
• Discretionary AUM: $3.5M
• Non-discretionary AUM: $58.0M
• Clients: 2
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342625 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search