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SOWELL FINANCIAL SERVICES, LLC

UUIDd7ecfbcf-0ef4-5cec-872a-953d0892a009
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 127145 127145 1.0
sec_file_number 801-63991 801-63991

Profile

Websitehttps://www.linkedin.com/company/claruswealthmanagement/about/
HQ CityNORTH LITTLE ROCK
HQ StateAR
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • SOWELL MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)4,230,990,937.0
  • RAUM (discretionary)4,143,281,699.0
  • Actionable assets1,424,715,195.0
  • Accounts13,257.0

Institutional Clients

  • Government AUM
  • Pension AUM164,142,791.0
  • Charitable AUM17,491,485.0
  • HNW AUM890,581,917.0

As of 2025-06-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.