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| Keyboard |
| Servo Wealth Management LLC
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|---|---|
| CRD # | 159367 |
| SEC # | 801-130949 |
| CIK # | |
| AUM | 173.8 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 405-384-5132 |
| Address | 1000 W Wilshire Oklahoma City, OK 73116 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/24/2026) [Brochure] |
|---|
Item 7: Types of Clients
Servo generally provides investment advice and/or management supervisory services to the
following types of clients:
❖ Individuals
❖ High-Net-Worth Individuals
There is an account minimum of $1,000,000, which may be waived by Servo, based on the needs
of the client and the complexity of the situation. Servo typically utilizes Betterment for Advisors
for clients with less than the stated minimum to invest. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 14.8 |
| (b) Individuals (high net worth individuals) | 43 | 138.7 |
| (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 | 20.3 |
| (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 | 355 | 173.8 |
| By Discretionary | ||
| Discretionary | 355 | 173.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 355 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 355 | 173.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ATX Financial Planning LLC
✚
|
TX | 174.3 M |
|
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|
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|
Murphy & Mullick Capital Management Corp
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|
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|
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|
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|
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|
AZ | 173.7 M |
|
RLB Financial LLC
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|
MO | 173.6 M |
|
Neuenschwander Asset Management LLC
✚
|
WI | 173.5 M |
|
Price Financial Group Wealth Management Inc
✚
|
OR | 173.5 M |