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SERVANT WEALTH MANAGEMENT LLC
CRD 172666
1027 S. YATES ROAD, MEMPHIS, TN, 38119, United States
Phone
901-922-6001
Fax
901-682-6394
Registration
— (—)
Source
State registered
Total AUM
$47.9M
Discretionary AUM
$47.2M
Team
4 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 268 | $31.5M |
| High net worth individuals | 9 | $16.4M |
All web addresses on file
Official SEC filing: View on IAPD