Servo Wealth Management LLC
Servo Wealth Management LLC (CRD# 159367) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $62,000,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management62MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$1,771,429
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses