Servant Wealth Management LLC

RIASEC Registered

Total AUM

$47.9M

Discretionary

$47.2M

99% of AUM

Avg account

$148K

Accounts

323

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 172666
Website: servantadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals65.8%
HNWI34.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Servant Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm acts as a capital allocator for individual and family clients, charging either a percentage of assets under management or fixed fees. Advisory services reported on filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and appears to operate under a single-state registration profile. An insurance-company affiliation is noted in its industry relationships.