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SERVO WEALTH MANAGEMENT LLC
CRD 159367 · SEC 801-130949
1000 W WILSHIRE, STE 315, OKLAHOMA CITY, OK, 73116, United States
Phone
(405) 384-5132
Fax
(405) 842-6259
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.8M
Discretionary AUM
$173.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $14.8M |
| High net worth individuals | 43 | $138.7M |
| Pension/profit sharing plans | 2 | $20.3M |
States served
NY, OK, TX, NH
All web addresses on file
Official SEC filing: View on IAPD