SEC Form ADV

SERVO WEALTH MANAGEMENT LLC

Registered Investment AdviserOK
$173.8M
Assets Under Management
355
Total Clients
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Registration Details

Accession
CRD-159367
Location
OKLAHOMA CITY, OK
Filing Date
March 24, 2026
AUM
$173.8M
Total Clients
355
Amendment
No

About this Adviser

SERVO WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in OKLAHOMA CITY, OK, managing approximately $173.8M in assets across 355 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.