Tomiko Reyelle Arthur
Investment adviser representative at Sovereign Wealth Advisors LLC
7 yearsExperience
1 stateRegistered in
$625.1MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Sovereign Wealth Advisors LLCNov 2023 to now
- Americana Partners, LLCMay 2021 to now
- Mariner Wealth AdvisorsMar 2021 to May 2021
- Robert W. Baird & Co. IncorporatedMay 2019 to Mar 2021
- UnemployedFeb 2019 to Apr 2019
- Mercer Global Advisors Inc.May 2017 to Jan 2019
- Kanaly TrustApr 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sovereign Wealth Advisors LLC
$625.1MAssets managed
1,275Clients
29Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4192549
- Firm CRD
- 188524