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Building 2SERVO WEALTH MANAGEMENT LLC

Map pinOKLAHOMA CITY, OK
Phone(405) 384-5132
NotebookSEC #801-130949
Total AUM
$173.8M
Employees
1
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 W WILSHIRE
STE 315
OKLAHOMA CITY
OK 73116
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(405) 384-5132

ReceiptFinancials

Total AUM
$173.8M
Accounts
355
Discretionary
$173.8M
Accounts
355
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$14.8M
HNW Individual Clients
43
AUM
$138.7M
Pension/Profit Sharing Plan Clients
2
AUM
$20.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNYOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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