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SERVO WEALTH MANAGEMENT LLC

OKLAHOMA CITY, OK · CRD 159367 · IAPD ↗ · (405) 384-5132

$173.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SERVO WEALTH MANAGEMENT LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — SERVO WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
February 2025 — SERVO WEALTH MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2024 — SERVO WEALTH MANAGEMENT LLC (OKLAHOMA CITY, OK) is newly SEC-registered with $130.5M 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.