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Servo Wealth Management
SERVO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in OKLAHOMA CITY, OK, registered since 2024.
Servo Wealth Management
SERVO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in OKLAHOMA CITY, OK, registered since 2024. The firm manages approximately $174 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Sector focus
Frequently asked questions
What is Servo Wealth Management?
Servo Wealth Management is a single family office headquartered in Oklahoma City, United States.
Where is Servo Wealth Management headquartered?
Servo Wealth Management is headquartered in Oklahoma City, United States, in the North America region.
What is Servo Wealth Management's assets under management?
Servo Wealth Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Servo Wealth Management?
Altss maintains an OSINT-verified profile of Servo Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Servo Wealth Management?
Servo Wealth Management is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Servo Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Servo Wealth Management's Altss profile last updated?
Servo Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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