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Paul Lawrence Wobbe

Sovereign Wealth Advisors LLC

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About Paul Lawrence Wobbe

Paul Wobbe is a financial advisor with over 35 years of experience in the industry. Paul is currently registered with Sovereign Wealth Advisors LLC as a Registered Investment Advisor (RIA). Prior to joining Sovereign Wealth Advisors LLC, Paul was with Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Paul Wobbe is currently registered with Sovereign Wealth Advisors LLC. Sovereign Wealth Advisors LLC is a Houston, TX-based registered investment advisor with 31 investment advisor representatives and over $547 million in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth.
Sovereign Wealth Advisors LLC

3120 SOUTHWEST FRWY

HOUSTON, TX 77098

$547.40M

Assets Under Management

5

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Wobbe’s Registration & Firm History

TX

01/17/2020 - Present

Sovereign Wealth Advisors LLC (HOUSTON TX)

TX

01/01/2008 - 12/14/2009

WELLS FARGO ADVISORS, LLC (SUGAR LAND TX)

TX

11/05/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SUGAR LAND TX)

NJ

01/18/1993 - 11/26/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

11/19/1985 - 01/19/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/1991

Series 3 - National Commodity Futures Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Lawrence Wobbe.
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