SERVO WEALTH MANAGEMENT LLC
CRD #159367 SEC #801-130949 OKLAHOMA CITY, OK (405) 384-5132
SEC Registered
Total AUM
$149M
Discretionary
$149M
Employees
1
Clients
--
Accounts
307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $149M | $149M | $0 | 1 | 0 |
| Mar 2025 | $149M | $149M | $0 | 1 | 0 |
| Jan 2025 | $130.5M | $130.5M | $0 | 1 | 0 |
| Aug 2024 | $130.5M | $130.5M | $0 | 1 | 0 |
| Jul 2024 | $130.5M | $130.5M | $0 | 1 | 0 |
DateSep 2025
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees1
Clients0