← Tributary

SERVANT FINANCIAL, LTD.

· CRD 135183 · IAPD ↗ · 630-264-0127

$143.6MRegulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — SERVANT FINANCIAL, LTD. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2026 — SERVANT FINANCIAL, LTD. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
September 2024 — SERVANT FINANCIAL, LTD. (location n/a) is newly SEC-registered with $116.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.