Overview
Assets Under Management: $174 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 43
Average Client Assets: $3.2 million
Frequently Asked Questions
SERVO WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159367), SERVO WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
SERVO WEALTH MANAGEMENT LLC is headquartered in OKLAHOMA CITY, OK.
SERVO WEALTH MANAGEMENT LLC serves 43 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, SERVO WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SERVO WEALTH MANAGEMENT LLC manages $174 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, SERVO WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.81%
Average Client Assets: $3.2 million
Total Client Accounts: 355
Discretionary Accounts: 355
Regulatory Filings
CRD Number: 159367
Filing ID: 2065726
Last Filing Date: 2026-03-24 14:42:50