Adviser Profile
| As of Date | 08/31/2024 |
| Registration status | Registration Changed to SERVO WEALTH MANAGEMENT LLC |
| ADV Location | OKLAHOMA CITY, OK, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 130,540,000 22% |
| of that, discretionary | 130,540,000 22% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 364,637 -6% |
| % High Net Worth | 7.89% -54% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds