Sovereign Private Wealth
Based in upstate South Carolina, Sovereign Private Wealth was founded in 2017 to help people be good stewards of everything they've been entrusted with. Sovereign Private Wealth offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
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Top roles at Sovereign Private Wealth
3 distinct titles indexed · top 3 shown.
- 2wealth advisor
- 1client service specialist
- 1managing partner director of financial planning
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