LP Profile

Servo Wealth Management

Also known as servo wealth

Wealth ManagerOklahoma City, United StatesFounded 2012
$130M
Assets Under Management
Oklahoma City
Headquarters
Investment Focus

About Servo Wealth Management

Servo Wealth Management is a wealth manager based in Oklahoma City, US. Founded in 2012. Reported AUM: 130 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Servo Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$173.8M
Total Clients
355
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Servo Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Servo Wealth Management?

Servo Wealth Management is a wealth manager based in Oklahoma City, United States, managing approximately $130M in assets.

Where is Servo Wealth Management headquartered?

Servo Wealth Management is headquartered in Oklahoma City, United States.

How much does Servo Wealth Management manage?

Servo Wealth Management manages approximately $130M in assets under management.

When was Servo Wealth Management founded?

Servo Wealth Management was founded in 2012.

How can I contact Servo Wealth Management?

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