SW
Sovereign Wealth Partners, Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 342625
· New Rockford, ND
☆ Save with Pro
ADV data as of Jul 03, 2026
- Regulatory AUM
- $61.5M
- Discretionary
- $3.5M
- Clients
- 14
- Avg AUM / client
- $4.4M
- Accounts
- 14
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $3.5M | 5.69% |
| Pension and profit sharing plans | 6 | $58.0M | 94.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nadia Adnan Al Dayel | Registered representative | May 2026 (0y) | ||
| Adnan Qasim Aldayel | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/03/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 03, 2026.
View current Form ADV (SEC/IAPD) ↗