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Sowell Management
NORTH LITTLE ROCK, AR
CRD: 127145
In PWD coverage since August 31, 2026 · 7 stories
$4.8BRegulatory AUMSEC Form ADV · Sep 11
162EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 4 – Sep 11
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
JR Quraishi
Aug 31 · exec change
Arrivals
None tracked.
Departures
Advisor
Sep 11 · destination pending
PWD coverage
practice
Tax planning is the new client-acquisition play
The $15 million estate-plan trap and Longview's 1% annual drag turn review season into a growth event.