- Sovereign Assets, LLC -
ABOUT US
Breaking Financial Boundaries, Building Lasting Freedom—
Empowering You with Elite Wealth Strategies.
Call (805) 405-1469 Today to Optimize Your Financial Strategy
Sovereign Assets, LLC
About Us
Our mission is to empower individuals and businesses to transcend traditional financial boundaries by offering access to sophisticated wealth-building strategies once reserved for the affluent. We provide a suite of innovative solutions, including Infinite Banking, Mergers & Acquisitions, and Private Equity, to help our clients secure financial freedom, accelerate growth, and build enduring wealth that spans generations.

We are passionate about providing our clients with the tools and insights they need to unlock untapped opportunities for wealth creation. Our approach is centered on customizing strategies that not only meet immediate financial goals but also foster long-term stability and prosperity.

The heart of our philosophy is the belief that financial independence should be accessible to everyone—no matter their background, resources, or current situation. We offer tailored, results-driven solutions that are designed to surpass expectations and help our clients build a future of financial security and success. With a focus on innovation and sustainable growth, we guide our clients toward breaking free from outdated financial systems and embracing opportunities that drive lasting wealth.

By partnering with us, clients gain the confidence and clarity to navigate their unique financial paths and unlock the full potential of their wealth. Our commitment is to support their journey toward lasting financial prosperity, ensuring their financial success for today and for generations to come.
Wulf Trigo 
With more than a decade of experience in the Financial Services industry, Wulf has become a trusted expert in tax-efficient strategies that accelerate financial freedom. He specializes in innovative solutions that help clients build wealth faster and more effectively, with a primary focus on helping them achieve their financial goals up to 30% sooner. 

Wulf is dedicated to providing tailored guidance that maximizes growth potential while minimizing financial setbacks, empowering clients to create lasting financial independence.
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Meet the team
Mitchell Patawaran
Mitchell Patawaran, Vice-President, is a seasoned entrepreneur and finance professional with over a decade of experience. As Vice President at Sovereign Assets, he drives innovation and growth, consistently ranking as a top producer and closing multi-million-dollar deals worldwide.

Before entering finance, Mitchell built a successful career as a media producer, shaping the Pacific Northwest's entertainment industry and developing a vast professional network. At Sovereign Assets, he combines his entrepreneurial and financial expertise to secure over $100 million in project funding within two years, working with private investors and commodities clients.

Known for his strategic vision and results-driven approach, Mitchell is a trusted advisor and leader who is reshaping the future of finance and entrepreneurship.

Elier Rey
Elier Rey, Chief Operating Officer (COO), is a Real Estate Developer, Investor, and Financial Strategist passionate about turning properties into thriving assets and integrating Infinite Banking into comprehensive wealth and legacy planning.

When not expanding his real estate portfolio, Elier conducts in-depth consultations with clients, uncovering their financial goals, risk tolerance, and insurance needs. He specializes in educating clients about the benefits of Indexed Universal Life (IUL) policies, including their death benefits, cash value growth potential, and innovative indexing strategies for interest credits.

Elier’s dedication to empowering clients with strategic financial solutions defines his approach, helping them build wealth and secure lasting legacies.

Andrew Ornoski
Andrew Ornoski, Senior Partner, is an M&A Advisor and Private Equity Investor, passionate about unlocking potential, both his own and that of the business owners he serves. Since purchasing his first company at age 20, he has specialized in guiding entrepreneurs through successful exits, growth via acquisitions, and strategic capital solutions.

Through Sovereign Assets, Andrew integrates Infinite Banking strategies and tailored financial products with M&A advisory, helping business owners realize liquidity, expand their vision, and convert business success into generational wealth. His mission is to equip leaders with the clarity, tools, and partnerships needed to navigate complex transactions and multiply every resource entrusted to them.


Contact Us

(805) 405-1469

sovereignassetsaz@gmail.com

2801 E Camelback Rd, Ste 200,

Phoenix, AZ 85016
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Sovereign Assets, LLC, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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