OKLAHOMA CITY, OKCRD 159367Latest ADV March 24, 2026
Servo Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 24, 2026, reports $174M in regulatory assets under management, 1 employee, and 355 accounts.
Assets Under Management
$174M
Employees
1
Offices
--
Total Clients
89
Primary office
OKLAHOMA CITY, OK
1000 W WILSHIRE, STE 315, OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.4% of total clients.
Top client categories% of clientsClients
1
Individuals
49.4%
44
2
HNWI
48.3%
43
3
Pension Plans
2.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 24, 2026
Discretionary100.0%
$174M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$174M
Total Accounts355
10Y AUM Change+$43M (+33.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.