Digital Portfolio
Crypto is the newest and fastest-growing investment market.
To meet our clients’ evolving needs, Gary Korolev founded Sovereign Digital, one of the first firms licensed to manage crypto portfolios in Virginia, combining traditional financial expertise with elite digital asset resources.
Navigating the Future of Digital Wealth
We deliver a solid, well-diversified, professionally managed and monitored digital asset portfolio tailored specifically to each investor's unique risk appetite and objectives.
Institutional Discipline Applied to Digital Assets
A Pioneering Approach to Digital Assets
It mirrors traditional asset allocation by using fundamental and technical research to build a diversified portfolio of established, high-liquidity digital assets, weighted dynamically by sector dominance and market capitalization.
Blockchain Oracles
Software linking smart contracts to real-world data feeds. Chainlink serves as the undisputed infrastructure leader, securing cross-chain connectivity and enterprise adoption.
Digital Store of Value
Decentralized digital gold providing censorship-resistant sovereign wealth preservation. Bitcoin anchors this sector as the undisputed global market leader and institutional benchmark.
Smart Contract Platforms
Programmable general-purpose infrastructure enabling decentralized applications and tokenized economies. Ethereum powers this sector as the foundational ecosystem leader.
Decentralized Finance
Trustless peer-to-peer financial markets eliminating intermediaries for lending, trading, and liquidity. Uniswap leads this automated exchange ecosystem with massive volume.
Sovereign's Digital Vision
Progressive
Sovereign Digital offers an advanced risk-aware portfolio solution to crypto investors. Asset management, security, and compliance, are areas as critical for cryptos as they are for any other financial asset. We are committed to addressing these challenges at every level: from portfolio design and compliance processes through to customer service, standing as one of the pioneers to receive a dedicated portfolio management license in Virginia.
Proactive
Sovereign Digital is committed to integrating crypto into private and institutional investment portfolios. Our easy-to-use solutions are your go-to destination for crypto-related assets. Our investment process is designed to seek out potential new leaders in the digital asset space, and monitor them for possible timely addition to client portfolios.
Protective
Cryptocurrency investing provides investors with new potential opportunities that traditional investments don't provide, but it also comes with new risks. Sovereign adheres to the highest privacy and online security standards in the industry and monitors its partner service providers to make sure they do the same.
FAQ: Institutional Digital Asset Framework
Explore our secure, transparent ecosystem designed for sophisticated investors. Click on any topic below to view detailed specifications:
Sovereign Digital establishes a bespoke individual investment strategy tailored to each client's financial objectives. Portfolio execution and management are carried out seamlessly via Bitria in direct conjunction with BitGo infrastructure.
Fees
Sovereign Digital charges its fees for the management of crypto assets through Bitria (1%) and BitGo (0.35% or less per transaction). All charges are accrued daily and billed monthly. BitGo charges $300/yr for IRA custody.
Custody
Assets are custodied at BitGo, a fiduciary regulated under New York Banking Law, subject to audits and capital reserves.
Digital assets are securely housed in proprietary offline, air-gapped cold storage vaults. BitGo utilizes hardware security modules (HSMs) certified under strict institutional standards, ensuring maximum protection against outside threats.
Account types
We accommodate Individual, Joint, Trust, Traditional (IRA), and Roth (IRA) accounts.
Direct ownership
Trading takes place via BitGo's software infrastructure. Sovereign Digital never has access to cryptocurrency wallets. BitGo is the sole regulated custodian.
We accommodate popular account types including Individual, Joint, Trust, Traditional (IRA), and Roth (IRA). Clients maintain full flexibility with options to withdraw their crypto assets directly to secure private wallets.
Security
BitGo holds ISO 27001 certification and completes SOC 1 & SOC 2 Type 2 exams, using HSMs meeting FIPS 140-2 Level 3 requirements.
BSA/AML
Sovereign Digital and BitGo comply with strict Anti-Money Laundering (BSA/AML) and Counter-Terrorist Financing (CTF) laws.
Assets are valued daily utilizing robust institutional methodologies and compliance frameworks, maintaining transparent oversight, strict reporting standards, and seamless administrative controls.
Risks
Digital assets are subject to significant price volatility and market conditions. Exposure to cryptocurrency is at the client's own risk, including potential for substantial loss.
Execution
Assets are not legal tender nor backed by government. Regulatory and legislative changes may affect applications and exchange rates.
How Digital Asset Management Works
A seamless institutional architecture connecting clients, strategy, and secure execution.
Client
Investor Account
BitGo Portfolio
Software Infrastructure
Secure Vaults
24/7 Cold Storage & HSMsConnect With Us to Learn More
Acquire More Actionable Insights
Washington Blinked on Crypto. The Core Holds.
The Senate's failed vote on the CLARITY Act pushed regulatory clarity into 2027 and knocked Bitcoin lower. What that changes for client portfolios — and what it doesn't.
Bitcoin Fundamentals: Reading the Asset Rather Than the Price
What the on-chain measures actually show, why an asset that looks cheap can still get cheaper, and where the long-term trend sits.
The Measure That Explains NASDAQ and Bitcoin at Once
Two assets with almost nothing in common except sensitivity to how much money is circulating — and they fell on the same schedule.
Sovereign Wealth
Management
Services
Disclaimer & Business Continuity Plan
Sovereign Wealth Management, LLC ("Adviser") has adopted a Business Continuity Plan ("BCP") pursuant to the Investment Advisers Act and the rules and guidance of the U.S. Securities and Exchange Commission ("SEC") and/or the laws of Virginia where the Adviser is registered. The purpose of the BCP is to define the strategies and plans that will be used by Adviser during a significant business disruption ("SBD"). The BCP is prepared to address both internal SBDs, such as a fire in Adviser's building, and external SBDs, such as a natural disaster, terrorist attack, or citywide power disruption.
Our Business Continuity PlanIn the event of an SBD, Adviser will safeguard employee lives and firm property. Adviser will work to re-establish the systems necessary to quickly recover and resume operations, protect Adviser's books and records and allow Adviser's customers to transact business to the extent reasonable and practical under the circumstances. Adviser's BCP addresses: alternate office locations, customer access to funds and securities, financial and operational assessments, data backup and recovery, critical systems, alternative communications with customers, employees, and regulators, and critical business constituents.
Contacting Adviser and Accessing Funds and SecuritiesIf you are not able to contact Adviser through our regular telephone number, please contact us by email at info@sovereign.global. For questions relating directly to accessing your funds and securities, please contact your custodian, Interactive Brokers, Charles Schwab or BitGo.
Varying DisruptionsSBDs can vary in their scope, from only our firm's office, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. During a SBD, the Adviser will continue to do business but the ability of Adviser to fully function will be dependent on outside sources outside of its control, including the availability of electricity, telephones, Internet, transportation, and the functioning of institutions and markets worldwide. Nothing in Adviser's BCP or this disclosure statement is intended to provide a guarantee or warranty regarding the actions or performance of Adviser.
Additional InformationIf you have questions about our business continuity planning, please contact us at 703-713-2954 or info@sovereign.global.