SERVO WEALTH MANAGEMENT LLC

SERVO WEALTH MANAGEMENT LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 159367). Regulatory assets under management: $173.8M.

Registration

• CRD: 159367
• SEC file number: 801-130949
• Type: Registered investment adviser
• Location: 1000 W WILSHIRE, STE 315, OKLAHOMA CITY, OK, 73116
• Phone: (405) 384-5132
• Latest filing: 2026-03-24
• Regulatory AUM: $173.8M
• Discretionary AUM: $173.8M
• Clients: 1
• Accounts: 355

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159367 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search