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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Servo Wealth Management LLC
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|---|---|
| CRD # | 159367 |
| SEC # | 801-130949 |
| CIK # | |
| AUM | $149.0 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 405-384-5132 |
| Address | 1000 W Wilshire Oklahoma City, OK 73116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 89.2 |
| (b) Individuals (high net worth individuals) | 6 | 41.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 18.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 149.0 |
| By Discretionary | ||
| Discretionary | 307 | 149.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 307 | 149.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.0 | |
| Total | 307 | 149.0 |
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|---|---|---|
|
RPM Advisors LLC
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ND | 0.1 |
|
Storgate LLC
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0.1 | |
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Palacios Wealth Management LLC
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FL | 0.1 |
|
RLB Financial LLC
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MO | 0.1 |
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FL | 0.1 |
|
Fithian LLC
✚
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NY | 0.1 |
|
Catalyst Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Neuenschwander Asset Management LLC
✚
|
WI | 0.1 |
|
Atmos Advisory LLC
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|
PA | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |