Company Information

Get to know Sovereign Wealth Solutions, Inc.

Sovereign Wealth Solutions, Inc. is a Miami-based, independent, multi-family office that provides comprehensive wealth management and investment advisory services. As an SEC Registered Investment Adviser, the firm is dedicated to serving a select group of ultra-high-net-worth families, offering tailored solutions that include investment management, wealth planning, and family office services. Their mission focuses on preserving and growing generational wealth with a commitment to transparency, objectivity, and a client-first fiduciary standard.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Sovereign Wealth Solutions, Inc.

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.