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Our Story

Sovereign Wealth Advisors is a Registered Investment Advisory firm that provides financial planning and wealth management to families and business’ in Texas and around the country.

Our mission is to become a trustworthy resource to help develop and implement customized strategies to help achieve our client's financial independence. 

In 2005, Russell (Rusty) Gebhard founded Sovereign Wealth Advisors, LLC to provide advisors an alternative to the large wire house and bank models. A firm dedicated to providing advisors a positive culture coupled with institutional level support, we bring the best of both worlds to our advisors, enabling them to provide professional guidance and advice for their clients.

This foundation we have built has allowed us to scale our growth and focus on client experience, advisor support and our community. We have increasingly invested in technology, built a knowledgeable team and are constantly expanding our services so that we can provide customized strategies to help meet client’s financial independence.

 We look forward to helping you work toward your financial independence.

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Community Service

Investment Process

Rise & Renew - Giving Back to the Community

Here at Sovereign Wealth, we believe giving back to the community is the cornerstone of our success.

Sovereign Wealth participated and donated to Run in the Park benefiting Hermann Park Conservancy. The run took place entirely in Hermann Park under the historic live oaks. The run consisted of a 5K run/walk, a 1K kids’ fun run and a post-race party.

Let's prepare your strategy today.

Thank you!